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Symphony Financial’s CME Group CME Stock Holding History

Symphony 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
Q2 		– Sell
-857
Closed -$255K – 373
2026
Q1 		$255K Buy
+857
New +$255K 0.03% 263
2025
Q3 		– Sell
-1,925
Closed -$232K – 276
2025
Q2 		$232K Buy
+1,925
New +$523K 0.03% 232
2024
Q4 		– Sell
-1,122
Closed -$245K – 226
2024
Q3 		$245K Sell
1,122
-3,703
-77% -$766K 0.04% 197
2024
Q2 		$946K Buy
4,825
+3,876
+408% +$801K 0.17% 100
2024
Q1 		$204K Sell
949
-3,054
-76% -$642K 0.05% 184
2023
Q4 		$796K Buy
+4,003
New +$854K 0.17% 102
2020
Q3 		– Sell
-1,737
Closed -$282K – 142
2020
Q2 		$282K Buy
+1,737
New +$311K 0.14% 111

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

Symphony Financial's CME Position: Q2 2026 in Review

Symphony Financial sold out of CME Group (CME) in Q2 2026, closing a stake of 857 shares — an estimated $255K sold.

Symphony Financial first reported a position in CME in Q2 2020 and held it in 7 quarters. The position peaked at $946K in Q2 2024. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Symphony Financial reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
  • Symphony Financial sold 857 CME Group shares in Q2 2026, an estimated $255K.
  • Symphony Financial first reported a position in CME Group in Q2 2020 and held it in 7 quarters.
  • Symphony Financial's CME Group position peaked at $946K in Q2 2024.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.