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Root Financial Partners’s CME Group CME Stock Holding History

Root Financial Partners’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 		$116K Buy
394
+46
+13% +$13.7K 0.01% 514
2025
Q4 		$95.2K Buy
348
+40
+13% +$10.9K ﹤0.01% 482
2025
Q3 		$83.3K Buy
+308
New +$83.8K 0.01% 503

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's CME Position: Q1 2026 in Review

Root Financial Partners increased its CME Group (CME) stake by 13% in Q1 2026, buying an estimated $13.7K and bringing the position to 394 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #514.

Root Financial Partners first reported a position in CME in Q3 2025 and has held it in 3 quarters since. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Root Financial Partners held 394 shares of CME Group worth $116K as of Q1 2026.
  • Root Financial Partners bought 46 CME Group shares in Q1 2026, an estimated $13.7K.
  • CME Group made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #514 holding.
  • Root Financial Partners first reported a position in CME Group in Q3 2025 and has held it in 3 quarters since.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.