Root Financial Partners
CME icon

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
Q3 		$181K Buy
+693
New +$183K 0.01% 481
2026
Q2 		– Sell
-394
Closed -$116K – 956
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's CME Position: Q3 2026 in Review

Root Financial Partners opened a new position in CME Group (CME) in Q3 2026: 693 shares worth $181K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CME as recently as Q1 2026.

Root Financial Partners first reported a position in CME in Q3 2025 and has held it in 4 quarters since. 1,503 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Root Financial Partners held 693 shares of CME Group worth $181K as of Q3 2026.
  • CME Group was a new Root Financial Partners position in Q3 2026.
  • CME Group made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #481 holding.
  • Root Financial Partners first reported a position in CME Group in Q3 2025 and has held it in 4 quarters since.
  • 1,503 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.