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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's CME Position: Q2 2026 in Review

Root Financial Partners sold out of CME Group (CME) in Q2 2026, closing a stake of 394 shares — an estimated $116K sold.

Root Financial Partners first reported a position in CME in Q3 2025 and held it in 3 quarters. The position peaked at $116K in Q1 2026. 1,704 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Root Financial Partners reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 394 CME Group shares in Q2 2026, an estimated $116K.
Root Financial Partners first reported a position in CME Group in Q3 2025 and held it in 3 quarters.
Root Financial Partners's CME Group position peaked at $116K in Q1 2026.
1,704 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.