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Roehl & Yi Investment Advisors’s CME Group CME Stock Holding History

Roehl & Yi Investment 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 		$1.31M Buy
5,928
+911
+18% +$252K 0.43% 49
2026
Q1 		$1.48M Sell
5,017
-229
-4% -$68K 0.56% 35
2025
Q4 		$1.43M Sell
5,246
-7
-0.1% -$1.9K 0.57% 35
2025
Q3 		$1.42M Sell
5,253
-209
-4% -$56.9K 0.62% 34
2025
Q2 		$1.51M Sell
5,462
-74
-1% -$20.1K 0.77% 27
2025
Q1 		$1.47M Buy
5,536
+21
+0.4% +$5.18K 0.8% 24
2024
Q4 		$1.28M Buy
+5,515
New +$1.27M 0.71% 26

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 $3.37T AUM 44.26% 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

Roehl & Yi Investment Advisors's CME Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its CME Group (CME) stake by 18% in Q2 2026, buying an estimated $252K and bringing the position to 5,928 shares worth $1.31M. The position accounts for 0.43% of the portfolio, ranked #49.

Roehl & Yi Investment Advisors first reported a position in CME in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q2 2025. 1,701 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Roehl & Yi Investment Advisors held 5,928 shares of CME Group worth $1.31M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 911 CME Group shares in Q2 2026, an estimated $252K.
  • CME Group made up 0.43% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Roehl & Yi Investment Advisors first reported a position in CME Group in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's CME Group position peaked at $1.51M in Q2 2025.
  • 1,701 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.