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West Financial Advisors’s CME Group CME Stock Holding History

West 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 		$884 Buy
+4
New +$1.11K ﹤0.01% 199
2022
Q4 		– Sell
-25
Closed -$4K – 172
2022
Q3 		$4K Buy
+25
New +$4.94K ﹤0.01% 153

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

West Financial Advisors opened a new position in CME Group (CME) in Q2 2026: 4 shares worth $884. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in CME as recently as Q3 2022.

West Financial Advisors first reported a position in CME in Q3 2022 and has held it in 2 quarters since. The position peaked at $4K in Q3 2022. 342 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • West Financial Advisors held 4 shares of CME Group worth $884 as of Q2 2026.
  • CME Group was a new West Financial Advisors position in Q2 2026.
  • CME Group made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #199 holding.
  • West Financial Advisors first reported a position in CME Group in Q3 2022 and has held it in 2 quarters since.
  • West Financial Advisors's CME Group position peaked at $4K in Q3 2022.
  • 342 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.