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Synergy Investment Management’s CME Group CME Stock Holding History

Synergy Investment Management’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 		$50.6K Buy
193
+170
+739% +$47K 0.01% 382
2026
Q1 		$6.79K Buy
+23
New +$6.83K ﹤0.01% 541

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 $3.38T AUM 44.17% 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

Synergy Investment Management's CME Position: Q2 2026 in Review

Synergy Investment Management increased its CME Group (CME) stake by 739% in Q2 2026, buying an estimated $47K and bringing the position to 193 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #382.

Synergy Investment Management first reported a position in CME in Q1 2026 and has held it in 2 quarters since. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Synergy Investment Management held 193 shares of CME Group worth $50.6K as of Q2 2026.
  • Synergy Investment Management bought 170 CME Group shares in Q2 2026, an estimated $47K.
  • CME Group made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #382 holding.
  • Synergy Investment Management first reported a position in CME Group in Q1 2026 and has held it in 2 quarters since.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.