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 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	$2.63K	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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

American Capital Advisory's CISO Position: Q2 2026 in Review

American Capital Advisory held its CISO Global (CISO) position steady in Q2 2026 at 2,500 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #883.

American Capital Advisory first reported a position in CISO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.68K in Q4 2024. 17 funds tracked by Wall St. Rank hold CISO as of Q2 2026.

American Capital Advisory held 2,500 shares of CISO Global worth $693 as of Q2 2026.
American Capital Advisory left its CISO Global share count unchanged in Q2 2026.
CISO Global made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #883 holding.
American Capital Advisory first reported a position in CISO Global in Q4 2024 and has held it in 7 quarters since.
American Capital Advisory's CISO Global position peaked at $8.68K in Q4 2024.
17 funds tracked by Wall St. Rank held CISO Global as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.