Tradition Wealth Management’s CME Group CME Stock Holding History

Tradition Wealth 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 Q1	$226K	Sell	766 -182	-19%	-$54.1K	0.02%	447
2025 Q4	$259K	Buy	948 +8	+0.9%	+$2.17K	0.02%	415
2025 Q3	$254K	Sell	940 -48	-5%	-$13.1K	0.02%	409
2025 Q2	$272K	Buy	988 +8	+0.8%	+$2.18K	0.02%	377
2025 Q1	$260K	Buy	+980	New	+$242K	0.02%	360
2024 Q1	–	Sell	-630	Closed	-$133K	–	527
2023 Q4	$133K	Buy	630 +2	+0.3%	+$427	0.01%	394
2023 Q3	$126K	Sell	628 -6	-0.9%	-$1.19K	0.02%	382
2023 Q2	$117K	Sell	634 -21	-3%	-$3.88K	0.01%	420
2023 Q1	$126K	Buy	655 +416	+174%	+$75.2K	0.02%	377
2022 Q4	$40K	Buy	239 +2	+0.8%	+$348	0.01%	582
2022 Q3	$42K	Buy	237 +211	+812%	+$41.7K	0.01%	550
2022 Q2	$5K	Hold	26	–	–	﹤0.01%	945
2022 Q1	$6K	Hold	26	–	–	﹤0.01%	995
2021 Q4	$6K	Hold	26	–	–	﹤0.01%	1013
2021 Q3	$5K	Hold	26	–	–	﹤0.01%	1030
2021 Q2	$6K	Buy	+26	New	+$5.49K	﹤0.01%	1039

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tradition Wealth Management's CME Position: Q1 2026 in Review

Tradition Wealth Management reduced its CME Group (CME) stake by 19% in Q1 2026, selling an estimated $54.1K and leaving 766 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #447.

Tradition Wealth Management first reported a position in CME in Q2 2021 and has held it in 16 quarters since. The position peaked at $272K in Q2 2025. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Tradition Wealth Management held 766 shares of CME Group worth $226K as of Q1 2026.
Tradition Wealth Management sold 182 CME Group shares in Q1 2026, an estimated $54.1K.
CME Group made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #447 holding.
Tradition Wealth Management first reported a position in CME Group in Q2 2021 and has held it in 16 quarters since.
Tradition Wealth Management's CME Group position peaked at $272K in Q2 2025.
1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.