WoodTrust Financial’s CME Group CME Stock Holding History

WoodTrust Financial’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	$432K	Sell	1,650 -2	-0.1%	-$527	0.05%	123
2026 Q2	$364K	Buy	1,652 +2	+0.1%	+$553	0.04%	139
2026 Q1	$487K	Hold	1,650	–	–	0.06%	115
2025 Q4	$451K	Hold	1,650	–	–	0.05%	129
2025 Q3	$446K	Hold	1,650	–	–	0.05%	128
2025 Q2	$455K	Hold	1,650	–	–	0.06%	108
2025 Q1	$438K	Hold	1,650	–	–	0.06%	120
2024 Q4	$383K	Hold	1,650	–	–	0.05%	132
2024 Q3	$364K	Hold	1,650	–	–	0.05%	129
2024 Q2	$324K	Sell	1,650 -4	-0.2%	-$826	0.05%	134
2024 Q1	$356K	Buy	1,654 +147	+10%	+$30.9K	0.06%	129
2023 Q4	$317K	Hold	1,507	–	–	0.05%	128
2023 Q3	$302K	Hold	1,507	–	–	0.06%	123
2023 Q2	$279K	Hold	1,507	–	–	0.05%	126
2023 Q1	$289K	Hold	1,507	–	–	0.06%	124
2022 Q4	$253K	Hold	1,507	–	–	0.05%	132
2022 Q3	$267K	Buy	1,507 +100	+7%	+$19.8K	0.06%	128
2022 Q2	$288K	Hold	1,407	–	–	0.06%	123
2022 Q1	$335K	Buy	1,407 +300	+27%	+$70.5K	0.07%	117
2021 Q4	$253K	Buy	+1,107	New	+$244K	0.05%	122

Other funds holding CME

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WoodTrust Financial's CME Position: Q3 2026 in Review

WoodTrust Financial reduced its CME Group (CME) stake by 0.12% in Q3 2026, selling an estimated $527 and leaving 1,650 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #123.

WoodTrust Financial first reported a position in CME in Q4 2021 and has held it in 20 quarters since. The position peaked at $487K in Q1 2026. 59 funds tracked by Wall St. Rank hold CME as of Q3 2026.

WoodTrust Financial held 1,650 shares of CME Group worth $432K as of Q3 2026.
WoodTrust Financial sold 2 CME Group shares in Q3 2026, an estimated $527.
CME Group made up 0.05% of WoodTrust Financial's portfolio in Q3 2026, its #123 holding.
WoodTrust Financial first reported a position in CME Group in Q4 2021 and has held it in 20 quarters since.
WoodTrust Financial's CME Group position peaked at $487K in Q1 2026.
59 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.