Trifecta Capital Advisors
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Trifecta Capital Advisors’s CME Group CME Stock Holding History

Trifecta Capital Advisors’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
Q3 		$139K Sell
530
-61
-10% -$16.1K 0.02% 129
2026
Q2 		$130K Hold
591
– – 0.02% 136
2026
Q1 		$174K Buy
591
+486
+463% +$144K 0.03% 112
2025
Q4 		$28.6K Sell
105
-8
-7% -$2.17K ﹤0.01% 186
2025
Q3 		$30.4K Hold
113
– – ﹤0.01% 190
2025
Q2 		$31K Buy
113
+42
+59% +$11.4K 0.01% 194
2025
Q1 		$18.7K Buy
71
+1
+1% +$247 ﹤0.01% 191
2024
Q4 		$16.2K Hold
70
– – ﹤0.01% 197
2024
Q3 		$15.4K Buy
70
+1
+1% +$207 ﹤0.01% 202
2024
Q2 		$13.7K Sell
69
-6,106
-99% -$1.26M ﹤0.01% 206
2024
Q1 		$1.33M Buy
6,175
+159
+3% +$33.4K 0.32% 55
2023
Q4 		$1.27M Buy
6,016
+105
+2% +$22.4K 0.35% 52
2023
Q3 		$1.18M Sell
5,911
-34
-0.6% -$6.76K 0.38% 51
2023
Q2 		$1.1M Hold
5,945
– – 0.35% 54
2023
Q1 		$1.14M Buy
5,945
+117
+2% +$21.2K 0.4% 54
2022
Q4 		$980K Buy
+5,828
New +$1.01M 0.39% 59

Other funds holding CME

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Trifecta Capital Advisors's CME Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its CME Group (CME) stake by 10% in Q3 2026, selling an estimated $16.1K and leaving 530 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #129.

Trifecta Capital Advisors first reported a position in CME in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.33M in Q1 2024. 873 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Trifecta Capital Advisors held 530 shares of CME Group worth $139K as of Q3 2026.
  • Trifecta Capital Advisors sold 61 CME Group shares in Q3 2026, an estimated $16.1K.
  • CME Group made up 0.02% of Trifecta Capital Advisors's portfolio in Q3 2026, its #129 holding.
  • Trifecta Capital Advisors first reported a position in CME Group in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's CME Group position peaked at $1.33M in Q1 2024.
  • 873 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.