TFC Financial Management’s CME Group CME Stock Holding History

TFC Financial 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	$121K	Buy	549 +3	+0.5%	+$830	0.01%	197
2026 Q1	$161K	Hold	546	–	–	0.02%	144
2025 Q4	$149K	Hold	546	–	–	0.02%	158
2025 Q3	$148K	Hold	546	–	–	0.02%	147
2025 Q2	$150K	Hold	546	–	–	0.02%	154
2025 Q1	$145K	Sell	546 -46	-8%	-$11.3K	0.02%	151
2024 Q4	$137K	Buy	592 +46	+8%	+$10.6K	0.02%	158
2024 Q3	$120K	Sell	546 -1	-0.2%	-$207	0.02%	170
2024 Q2	$108K	Buy	547 +1	+0.2%	+$207	0.02%	162
2024 Q1	$118K	Buy	546 +2	+0.4%	+$420	0.02%	164
2023 Q4	$115K	Hold	544	–	–	0.02%	161
2023 Q3	$109K	Hold	544	–	–	0.03%	159
2023 Q2	$101K	Sell	544 -103	-16%	-$19K	0.02%	168
2023 Q1	$124K	Buy	647 +112	+21%	+$20.3K	0.03%	143
2022 Q4	$90K	Hold	535	–	–	0.03%	166
2022 Q3	$95K	Hold	535	–	–	0.03%	146
2022 Q2	$110K	Hold	535	–	–	0.03%	143
2022 Q1	$127K	Hold	535	–	–	0.04%	138
2021 Q4	$122K	Hold	535	–	–	0.04%	146
2021 Q3	$103K	Buy	535 +525	+5,250%	+$106K	0.03%	158
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	436
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	424
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	420
2020 Q3	$2K	Buy	+10	New	+$1.68K	﹤0.01%	391

Other funds holding CME

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TFC Financial Management's CME Position: Q2 2026 in Review

TFC Financial Management increased its CME Group (CME) stake by 0.55% in Q2 2026, buying an estimated $830 and bringing the position to 549 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #197.

TFC Financial Management first reported a position in CME in Q3 2020 and has held it in 24 quarters since. The position peaked at $161K in Q1 2026. 757 funds tracked by Wall St. Rank hold CME as of Q2 2026.

TFC Financial Management held 549 shares of CME Group worth $121K as of Q2 2026.
TFC Financial Management bought 3 CME Group shares in Q2 2026, an estimated $830.
CME Group made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #197 holding.
TFC Financial Management first reported a position in CME Group in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's CME Group position peaked at $161K in Q1 2026.
757 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.