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XY Planning Network’s CME Group CME Stock Holding History

XY Planning Network’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 		$2.15M Sell
9,715
-576
-6% -$159K 0.27% 85
2026
Q1 		$3.06M Sell
10,291
-821
-7% -$244K 0.49% 49
2025
Q4 		$3.03M Buy
11,112
+3,637
+49% +$988K 0.53% 42
2025
Q3 		$2.06M Hold
7,475
– – 0.7% 40
2025
Q2 		$2.06M Buy
+7,475
New +$2.03M 0.7% 40

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

XY Planning Network's CME Position: Q2 2026 in Review

XY Planning Network reduced its CME Group (CME) stake by 5.6% in Q2 2026, selling an estimated $159K and leaving 9,715 shares worth $2.15M. The position accounts for 0.27% of the portfolio, ranked #85.

XY Planning Network first reported a position in CME in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.06M in Q1 2026. 439 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • XY Planning Network held 9,715 shares of CME Group worth $2.15M as of Q2 2026.
  • XY Planning Network sold 576 CME Group shares in Q2 2026, an estimated $159K.
  • CME Group made up 0.27% of XY Planning Network's portfolio in Q2 2026, its #85 holding.
  • XY Planning Network first reported a position in CME Group in Q2 2025 and has held it in 5 quarters since.
  • XY Planning Network's CME Group position peaked at $3.06M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.