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Summit Financial’s CME Group CME Stock Holding History

Summit Financial’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 		$1.02M Buy
3,465
+500
+17% +$149K 0.01% 770
2025
Q4 		$810K Sell
2,965
-49
-2% -$13.3K 0.01% 731
2025
Q3 		$814K Sell
3,014
-149
-5% -$40.5K 0.01% 713
2025
Q2 		$872K Buy
3,163
+188
+6% +$51.1K 0.02% 438
2025
Q1 		$789K Buy
2,975
+198
+7% +$48.8K 0.02% 417
2024
Q4 		$661K Buy
2,777
+950
+52% +$218K 0.02% 393
2024
Q3 		$403K Sell
1,827
-124
-6% -$25.7K 0.02% 410
2024
Q2 		$384K Buy
+1,951
New +$403K 0.02% 370

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

Summit Financial's CME Position: Q1 2026 in Review

Summit Financial increased its CME Group (CME) stake by 17% in Q1 2026, buying an estimated $149K and bringing the position to 3,465 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #770.

Summit Financial first reported a position in CME in Q2 2024 and has held it in 8 quarters since. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Summit Financial held 3,465 shares of CME Group worth $1.02M as of Q1 2026.
  • Summit Financial bought 500 CME Group shares in Q1 2026, an estimated $149K.
  • CME Group made up 0.01% of Summit Financial's portfolio in Q1 2026, its #770 holding.
  • Summit Financial first reported a position in CME Group in Q2 2024 and has held it in 8 quarters since.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.