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BCS Private Wealth Management’s Cboe Global Markets CBOE Stock Holding History

BCS Private Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Sell
1,450
-409
-22% -$125K 0.11% 140
2026
Q1 		$523K Hold
1,859
– – 0.16% 110
2025
Q4 		$467K Hold
1,859
– – 0.16% 107
2025
Q3 		$456K Buy
1,859
+80
+4% +$19.2K 0.16% 99
2025
Q2 		$415K Buy
+1,779
New +$396K 0.16% 99

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BCS Private Wealth Management's CBOE Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Cboe Global Markets (CBOE) stake by 22% in Q2 2026, selling an estimated $125K and leaving 1,450 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #140.

BCS Private Wealth Management first reported a position in CBOE in Q2 2025 and has held it in 5 quarters since. The position peaked at $523K in Q1 2026. 988 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • BCS Private Wealth Management held 1,450 shares of Cboe Global Markets worth $352K as of Q2 2026.
  • BCS Private Wealth Management sold 409 Cboe Global Markets shares in Q2 2026, an estimated $125K.
  • Cboe Global Markets made up 0.11% of BCS Private Wealth Management's portfolio in Q2 2026, its #140 holding.
  • BCS Private Wealth Management first reported a position in Cboe Global Markets in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Cboe Global Markets position peaked at $523K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.