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Wellspring Financial Advisors’s CME Group CME Stock Holding History

Wellspring Financial 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
Q2 		$775K Sell
3,511
-193
-5% -$53.4K 0.05% 122
2026
Q1 		$1.09M Buy
+3,704
New +$1.1M 0.08% 90

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

Wellspring Financial Advisors's CME Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its CME Group (CME) stake by 5.2% in Q2 2026, selling an estimated $53.4K and leaving 3,511 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #122.

Wellspring Financial Advisors first reported a position in CME in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Wellspring Financial Advisors held 3,511 shares of CME Group worth $775K as of Q2 2026.
  • Wellspring Financial Advisors sold 193 CME Group shares in Q2 2026, an estimated $53.4K.
  • CME Group made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Wellspring Financial Advisors first reported a position in CME Group in Q1 2026 and has held it in 2 quarters since.
  • Wellspring Financial Advisors's CME Group position peaked at $1.09M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.