Richardson Financial Services’s CME Group CME Stock Holding History

Richardson Financial 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	$197K	Sell	753 -996	-57%	-$263K	0.11%	166
2026 Q2	$386K	Sell	1,749 -50	-3%	-$13.8K	0.22%	103
2026 Q1	$531K	Sell	1,799 -32	-2%	-$9.5K	0.33%	74
2025 Q4	$500K	Sell	1,831 -5	-0.3%	-$1.36K	0.16%	80
2025 Q3	$496K	Sell	1,836 -103	-5%	-$28K	0.31%	82
2025 Q2	$534K	Sell	1,939 -10	-0.5%	-$2.72K	0.36%	79
2025 Q1	$517K	Buy	1,949 +12	+0.6%	+$2.96K	0.39%	75
2024 Q4	$448K	Sell	1,937 -6	-0.3%	-$1.38K	0.32%	87
2024 Q3	$382K	Buy	1,943 +4	+0.2%	+$828	0.24%	105
2024 Q2	$381K	Sell	1,939 -518	-21%	-$107K	0.27%	99
2024 Q1	$529K	Buy	2,457 +269	+12%	+$56.5K	0.37%	77
2023 Q4	$461K	Buy	+2,188	New	+$467K	0.4%	72

Other funds holding CME

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Richardson Financial Services's CME Position: Q3 2026 in Review

Richardson Financial Services reduced its CME Group (CME) stake by 57% in Q3 2026, selling an estimated $263K and leaving 753 shares worth $197K. The position accounts for 0.11% of the portfolio, ranked #166.

Richardson Financial Services first reported a position in CME in Q4 2023 and has held it in 12 quarters since. The position peaked at $534K in Q2 2025. 751 funds tracked by Wall St. Rank hold CME as of Q3 2026.

Richardson Financial Services held 753 shares of CME Group worth $197K as of Q3 2026.
Richardson Financial Services sold 996 CME Group shares in Q3 2026, an estimated $263K.
CME Group made up 0.11% of Richardson Financial Services's portfolio in Q3 2026, its #166 holding.
Richardson Financial Services first reported a position in CME Group in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's CME Group position peaked at $534K in Q2 2025.
751 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.