Peterson Wealth Services
CME icon

Peterson Wealth Services’s CME Group CME Stock Holding History

Peterson Wealth Services’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
Q3 		$2.88M Buy
11,011
+527
+5% +$139K 0.61% 40
2026
Q2 		$2.32M Buy
10,484
+440
+4% +$122K 0.5% 52
2026
Q1 		$2.97M Buy
10,044
+376
+4% +$112K 0.73% 39
2025
Q4 		$2.64M Buy
9,668
+7,664
+382% +$2.08M 0.68% 40
2025
Q3 		$2.63M Sell
2,004
-7,842
-80% -$2.13M 0.65% 39
2025
Q2 		$2.71M Buy
9,846
+176
+2% +$47.9K 0.74% 36
2025
Q1 		$2.57M Buy
9,670
+983
+11% +$242K 0.79% 38
2024
Q4 		$2.02M Buy
8,687
+540
+7% +$124K 0.61% 43
2024
Q3 		$1.8M Buy
8,147
+773
+10% +$160K 0.57% 48
2024
Q2 		$1.45M Buy
7,374
+303
+4% +$62.6K 0.51% 51
2024
Q1 		$1.52M Buy
7,071
+607
+9% +$128K 0.55% 50
2023
Q4 		$1.36M Buy
6,464
+236
+4% +$50.4K 0.58% 48
2023
Q3 		$1.25M Buy
6,228
+237
+4% +$47.1K 0.93% 36
2023
Q2 		$1.11M Buy
5,991
+90
+2% +$16.6K 0.53% 54
2023
Q1 		$1.13M Buy
5,901
+1,415
+32% +$256K 0.58% 54
2022
Q4 		$754K Buy
4,486
+599
+15% +$104K 0.43% 60
2022
Q3 		$689K Buy
3,887
+1,151
+42% +$227K 0.49% 56
2022
Q2 		$560K Buy
2,736
+466
+21% +$98.8K 0.4% 50
2022
Q1 		$540K Buy
2,270
+471
+26% +$111K 0.33% 49
2021
Q4 		$411K Buy
+1,799
New +$396K 0.27% 53

Other funds holding CME

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Peterson Wealth Services's CME Position: Q3 2026 in Review

Peterson Wealth Services increased its CME Group (CME) stake by 5% in Q3 2026, buying an estimated $139K and bringing the position to 11,011 shares worth $2.88M. The position accounts for 0.61% of the portfolio, ranked #40.

Peterson Wealth Services first reported a position in CME in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.97M in Q1 2026. 635 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Peterson Wealth Services held 11,011 shares of CME Group worth $2.88M as of Q3 2026.
  • Peterson Wealth Services bought 527 CME Group shares in Q3 2026, an estimated $139K.
  • CME Group made up 0.61% of Peterson Wealth Services's portfolio in Q3 2026, its #40 holding.
  • Peterson Wealth Services first reported a position in CME Group in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's CME Group position peaked at $2.97M in Q1 2026.
  • 635 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.