Position in CME
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,974
-$19,226 QoQ
Shares Held
258
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,462
of 1,680 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $9,624,135 across 4 Financial Data & Stock Exchanges names. CME ranks #3 (0.6% of the industry book) .
All Filings in CME
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,974 | 258 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,200 | 258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $104,862 | 384 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $103,752 | 384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,838 | 384 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,326 | 5 | Shares | Sole | 2025-06-05 | |
| No filing history on record for this holder in this stock. | ||||||