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Phoenix Financial’s CME Group CME Stock Holding History

Phoenix 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
Q2 		– Sell
-8,170
Closed -$2.41M – 539
2026
Q1 		$2.41M Sell
8,170
-300
-4% -$89.1K 0.02% 155
2025
Q4 		$2.31M Buy
8,470
+600
+8% +$163K 0.03% 172
2025
Q3 		$2.13M Buy
+7,870
New +$2.14M 0.03% 180
2024
Q3 		– Sell
-1,700
Closed -$332K – 375
2024
Q2 		$332K Sell
1,700
-2,494
-59% -$515K 0.01% 284
2024
Q1 		$901K Buy
4,194
+3,094
+281% +$650K 0.01% 230
2023
Q4 		$232K Sell
1,100
-3,700
-77% -$789K ﹤0.01% 290
2023
Q3 		$971K Sell
4,800
-3,700
-44% -$735K 0.02% 227
2023
Q2 		$1.57M Buy
+8,500
New +$1.57M 0.03% 181

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phoenix Financial's CME Position: Q2 2026 in Review

Phoenix Financial sold out of CME Group (CME) in Q2 2026, closing a stake of 8,170 shares — an estimated $2.41M sold.

Phoenix Financial first reported a position in CME in Q2 2023 and held it in 8 quarters. The position peaked at $2.41M in Q1 2026. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Phoenix Financial reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 8,170 CME Group shares in Q2 2026, an estimated $2.41M.
  • Phoenix Financial first reported a position in CME Group in Q2 2023 and held it in 8 quarters.
  • Phoenix Financial's CME Group position peaked at $2.41M in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.