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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Phoenix Financial's CME Position: Q1 2026 in Review

Phoenix Financial reduced its CME Group (CME) stake by 3.5% in Q1 2026, selling an estimated $89.1K and leaving 8,170 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #155.

Phoenix Financial first reported a position in CME in Q2 2023 and has held it in 8 quarters since. 1,793 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Phoenix Financial held 8,170 shares of CME Group worth $2.41M as of Q1 2026.
  • Phoenix Financial sold 300 CME Group shares in Q1 2026, an estimated $89.1K.
  • CME Group made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #155 holding.
  • Phoenix Financial first reported a position in CME Group in Q2 2023 and has held it in 8 quarters since.
  • 1,793 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.