American Capital Advisory’s CISO Global CISO Stock Holding History

American Capital Advisory’s Portfolio CISO Stock Details CISO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$522	Hold	2,500	–	–	﹤0.01%	928
2026 Q2	$693	Hold	2,500	–	–	﹤0.01%	883
2026 Q1	$864	Hold	2,500	–	–	﹤0.01%	728
2025 Q4	$1.2K	Hold	2,500	–	–	﹤0.01%	557
2025 Q3	$2.62K	Hold	2,500	–	–	﹤0.01%	403
2025 Q2	$2.88K	Hold	2,500	–	–	﹤0.01%	386
2025 Q1	$1.11K	Hold	2,500	–	–	﹤0.01%	418
2024 Q4	$8.68K	Buy	+2,500	New	+$3.1K	﹤0.01%	310

Other funds holding CISO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

American Capital Advisory's CISO Position: Q3 2026 in Review

American Capital Advisory held its CISO Global (CISO) position steady in Q3 2026 at 2,500 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #928.

American Capital Advisory first reported a position in CISO in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.68K in Q4 2024. 15 funds tracked by Wall St. Rank hold CISO as of Q3 2026.

American Capital Advisory held 2,500 shares of CISO Global worth $522 as of Q3 2026.
American Capital Advisory left its CISO Global share count unchanged in Q3 2026.
CISO Global made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #928 holding.
American Capital Advisory first reported a position in CISO Global in Q4 2024 and has held it in 8 quarters since.
American Capital Advisory's CISO Global position peaked at $8.68K in Q4 2024.
15 funds tracked by Wall St. Rank held CISO Global as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.