XY Planning Network
CME icon

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
Q3 		$2.22M Sell
8,485
-1,230
-13% -$324K 0.24% 90
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

XY Planning Network's CME Position: Q3 2026 in Review

XY Planning Network reduced its CME Group (CME) stake by 13% in Q3 2026, selling an estimated $324K and leaving 8,485 shares worth $2.22M. The position accounts for 0.24% of the portfolio, ranked #90.

XY Planning Network first reported a position in CME in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2026. 424 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • XY Planning Network held 8,485 shares of CME Group worth $2.22M as of Q3 2026.
  • XY Planning Network sold 1,230 CME Group shares in Q3 2026, an estimated $324K.
  • CME Group made up 0.24% of XY Planning Network's portfolio in Q3 2026, its #90 holding.
  • XY Planning Network first reported a position in CME Group in Q2 2025 and has held it in 6 quarters since.
  • XY Planning Network's CME Group position peaked at $3.06M in Q1 2026.
  • 424 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.