Position in CME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$475,005
-$202,527 QoQ
Shares Held
2,151
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,097
of 1,680 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SageView Advisory Group, LLC holds $975,120 across 2 Financial Data & Stock Exchanges names. CME ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,298 | $500,115 | |
| 2 | CME |
Cme Group Inc.
This page
|
2,151 | $475,005 |
All Filings in CME
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,005 | 2,151 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $677,532 | 2,294 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,468,097 | 9,038 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,977,493 | 11,020 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,144,925 | 4,154 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,096,974 | 4,135 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,199,700 | 5,166 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $664,818 | 3,013 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $781,878 | 3,977 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $652,759 | 3,032 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $818,812 | 3,888 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $596,255 | 2,978 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $562,355 | 3,035 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,066,191 | 5,567 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||