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Optimize Financial’s CME Group CME Stock Holding History

Optimize Financial’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,746
Closed -$477K – 332
2025
Q4 		$477K Buy
1,746
+24
+1% +$6.52K 0.24% 151
2025
Q3 		$465K Buy
+1,722
New +$469K 0.24% 136
2025
Q1 		– Sell
-1,456
Closed -$338K – 236
2024
Q4 		$338K Buy
+1,456
New +$335K 0.25% 119

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimize Financial's CME Position: Q1 2026 in Review

Optimize Financial sold out of CME Group (CME) in Q1 2026, closing a stake of 1,746 shares — an estimated $477K sold.

Optimize Financial first reported a position in CME in Q4 2024 and held it in 3 quarters. The position peaked at $477K in Q4 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Optimize Financial reported no remaining CME Group position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,746 CME Group shares in Q1 2026, an estimated $477K.
  • Optimize Financial first reported a position in CME Group in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's CME Group position peaked at $477K in Q4 2025.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.