Evercore Wealth Management, LLC

Position in CME — Cme Group Inc.

CIK 1482689 New York, NY

Position in CME

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$476,992

-$160,964 QoQ

Shares Held

2,160

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,096

of 1,680 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $5,217,646 across 6 Financial Data & Stock Exchanges names. CME ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	17,135	$2,109,489
2	SPGI	S&P Global Inc.	3,119	$1,201,823
3	MCO	Moodys Corp /De/	1,489	$674,397
4	MSCI	MSCI Inc.	969	$542,678
5	CME	Cme Group Inc. This page	2,160	$476,992
6	COIN	Coinbase Global, Inc.	1,452	$212,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,992	2,160	0.0%	Shares	Sole	2026-08-14
2026-03-31	$637,956	2,160	0.0%	Shares	Sole	2026-05-15
2025-12-31	$589,852	2,160	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$588,203	2,177	0.0%	Shares	Sole	2025-11-14
2025-06-30	$600,024	2,177	+29.8%	Shares	Sole	2025-08-14
2025-03-31	$444,891	1,677	-11.4%	Shares	Sole	2025-05-15
2024-12-31	$439,379	1,892	0.0%	Shares	Sole	2025-02-14
2024-09-30	$417,469	1,892	-9.6%	Shares	Sole	2024-11-14
2024-06-30	$411,287	2,092	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$455,553	2,116	-2.9%	Shares	Sole	2024-05-15
2023-12-31	$459,108	2,180	-4.1%	Shares	Sole	2024-02-14
2023-09-30	$455,300	2,274	-9.8%	Shares	Sole	2023-11-14
2023-06-30	$466,930	2,520	-0.9%	Shares	Sole	2023-08-04
2023-03-31	$487,035	2,543	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$428,135	2,546	+1.4%	Shares	Sole	2023-02-14
2022-09-30	$444,596	2,510	-32.4%	Shares	Sole	2022-11-14
2022-06-30	$759,641	3,711	0.0%	Shares	Sole	2022-08-15
2022-03-31	$882,698	3,711	+23.2%	Shares	Sole	2022-05-16
2021-12-31	$688,349	3,013	0.0%	Shares	Sole	2022-02-14
2021-09-30	$582,653	3,013	0.0%	Shares	Sole	2021-11-15
2021-06-30	$640,804	3,013	-3.5%	Shares	Sole	2021-08-16
2021-03-31	$637,606	3,122	0.0%	Shares	Sole	2021-05-17
2020-12-31	$568,360	3,122	+4.2%	Shares	Sole	2021-02-16
2020-09-30	$501,428	2,997	+2.0%	Shares	Sole	2020-11-16
2020-06-30	$477,705	2,939	-4.4%	Shares	Sole	2020-08-13
2020-03-31	$531,698	3,075	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.