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Sequoia Financial Advisors’s CME Group CME Stock Holding History

Sequoia Financial 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 		$5.74M Sell
26,009
-1,130
-4% -$313K 0.03% 330
2026
Q1 		$8.02M Buy
27,139
+950
+4% +$282K 0.04% 236
2025
Q4 		$7.15M Buy
26,189
+14,580
+126% +$3.96M 0.04% 256
2025
Q3 		$3.14M Buy
11,609
+413
+4% +$112K 0.02% 406
2025
Q2 		$3.09M Buy
11,196
+627
+6% +$171K 0.02% 377
2025
Q1 		$2.8M Buy
10,569
+573
+6% +$141K 0.02% 374
2024
Q4 		$2.32M Buy
9,996
+845
+9% +$194K 0.02% 373
2024
Q3 		$2.02M Buy
9,151
+5,359
+141% +$1.11M 0.02% 373
2024
Q2 		$746K Sell
3,792
-79
-2% -$16.3K 0.01% 565
2024
Q1 		$833K Sell
3,871
-2,067
-35% -$434K 0.01% 521
2023
Q4 		$1.25M Buy
5,938
+2,571
+76% +$549K 0.02% 466
2023
Q3 		$674K Buy
3,367
+326
+11% +$64.8K 0.01% 430
2023
Q2 		$563K Buy
3,041
+309
+11% +$57.1K 0.01% 491
2023
Q1 		$523K Buy
2,732
+568
+26% +$103K 0.01% 450
2022
Q4 		$364K Buy
+2,164
New +$376K 0.01% 527
2022
Q3 		– Sell
-1,365
Closed -$279K – 543
2022
Q2 		$279K Buy
1,365
+181
+15% +$38.4K 0.01% 459
2022
Q1 		$281K Buy
+1,184
New +$278K 0.01% 516

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

Sequoia Financial Advisors's CME Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its CME Group (CME) stake by 4.2% in Q2 2026, selling an estimated $313K and leaving 26,009 shares worth $5.74M. The position accounts for 0.03% of the portfolio, ranked #330.

Sequoia Financial Advisors first reported a position in CME in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.02M in Q1 2026. 1,701 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Sequoia Financial Advisors held 26,009 shares of CME Group worth $5.74M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,130 CME Group shares in Q2 2026, an estimated $313K.
  • CME Group made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #330 holding.
  • Sequoia Financial Advisors first reported a position in CME Group in Q1 2022 and has held it in 17 quarters since.
  • Sequoia Financial Advisors's CME Group position peaked at $8.02M in Q1 2026.
  • 1,701 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.