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Regent Peak Wealth Advisors’s CME Group CME Stock Holding History

Regent Peak Wealth Advisors’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 		$277K Sell
1,256
-231
-16% -$63.9K 0.05% 165
2026
Q1 		$439K Buy
1,487
+69
+5% +$20.5K 0.09% 101
2025
Q4 		$387K Sell
1,418
-63
-4% -$17.1K 0.08% 114
2025
Q3 		$400K Buy
+1,481
New +$403K 0.08% 107
2025
Q1 		$372K Sell
1,401
-44
-3% -$10.9K 0.09% 101
2024
Q4 		$336K Buy
1,445
+10
+0.7% +$2.3K 0.08% 110
2024
Q3 		$317K Buy
1,435
+8
+0.6% +$1.66K 0.07% 119
2024
Q2 		$281K Sell
1,427
-89
-6% -$18.4K 0.06% 128
2024
Q1 		$326K Sell
1,516
-163
-10% -$34.2K 0.08% 113
2023
Q4 		$354K Buy
1,679
+28
+2% +$5.97K 0.1% 100
2023
Q3 		$331K Buy
1,651
+19
+1% +$3.78K 0.1% 103
2023
Q2 		$302K Buy
1,632
+53
+3% +$9.79K 0.09% 107
2023
Q1 		$302K Buy
1,579
+15
+1% +$2.71K 0.09% 107
2022
Q4 		$263K Sell
1,564
-21
-1% -$3.65K 0.09% 125
2022
Q3 		$280K Buy
1,585
+25
+2% +$4.94K 0.1% 121
2022
Q2 		$319K Sell
1,560
-31
-2% -$6.57K 0.1% 112
2022
Q1 		$378K Buy
1,591
+44
+3% +$10.3K 0.11% 107
2021
Q4 		$354K Buy
1,547
+52
+3% +$11.4K 0.1% 117
2021
Q3 		$289K Sell
1,495
-32
-2% -$6.48K 0.08% 131
2021
Q2 		$324K Buy
1,527
+27
+2% +$5.7K 0.09% 120
2021
Q1 		$306K Buy
1,500
+51
+4% +$10K 0.1% 119
2020
Q4 		$264K Sell
1,449
-63
-4% -$10.7K 0.09% 118
2020
Q3 		$253K Sell
1,512
-14
-0.9% -$2.36K 0.11% 106
2020
Q2 		$248K Sell
1,526
-261
-15% -$46.8K 0.11% 101
2020
Q1 		$309K Sell
1,787
-543
-23% -$108K 0.17% 81
2019
Q4 		$467K Buy
+2,330
New +$478K 0.21% 76

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Regent Peak Wealth Advisors's CME Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its CME Group (CME) stake by 16% in Q2 2026, selling an estimated $63.9K and leaving 1,256 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #165.

Regent Peak Wealth Advisors first reported a position in CME in Q4 2019 and has held it in 26 quarters since. The position peaked at $467K in Q4 2019. 342 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,256 shares of CME Group worth $277K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 231 CME Group shares in Q2 2026, an estimated $63.9K.
  • CME Group made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Regent Peak Wealth Advisors first reported a position in CME Group in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's CME Group position peaked at $467K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.