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Sax Wealth Advisors’s CME Group CME Stock Holding History

Sax Wealth 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 		$899K Buy
3,043
+588
+24% +$163K 0.04% 247
2026
Q1 		$670K Sell
2,455
-36
-1% -$10.7K 0.03% 243
2025
Q4 		$680K Buy
2,491
+62
+3% +$16.8K 0.03% 250
2025
Q3 		$656K Buy
2,429
+77
+3% +$21K 0.04% 234
2025
Q2 		$648K Buy
+2,352
New +$640K 0.04% 221

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sax Wealth Advisors's CME Position: Q2 2026 in Review

Sax Wealth Advisors increased its CME Group (CME) stake by 24% in Q2 2026, buying an estimated $163K and bringing the position to 3,043 shares worth $899K. The position accounts for 0.04% of the portfolio, ranked #247.

Sax Wealth Advisors first reported a position in CME in Q2 2025 and has held it in 5 quarters since. 335 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Sax Wealth Advisors held 3,043 shares of CME Group worth $899K as of Q2 2026.
  • Sax Wealth Advisors bought 588 CME Group shares in Q2 2026, an estimated $163K.
  • CME Group made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • Sax Wealth Advisors first reported a position in CME Group in Q2 2025 and has held it in 5 quarters since.
  • 335 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.