CAPTRUST Financial Advisors
CISO

CAPTRUST Financial Advisors’s CISO Global CISO Stock Holding History

CAPTRUST Financial Advisors’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 		$3.69K Hold
13,334
– – ﹤0.01% 3257
2026
Q1 		$4.61K Hold
13,334
– – ﹤0.01% 3006
2025
Q4 		$6.41K Hold
13,334
– – ﹤0.01% 2732
2025
Q3 		$14K Hold
13,334
– – ﹤0.01% 2615
2025
Q2 		$15.3K Hold
13,334
– – ﹤0.01% 2480
2025
Q1 		$5.91K Hold
13,334
– – ﹤0.01% 2347
2024
Q4 		$46.3K Buy
+13,334
New +$16.5K ﹤0.01% 2241

Other funds holding CISO

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors's CISO Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its CISO Global (CISO) position steady in Q2 2026 at 13,334 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

CAPTRUST Financial Advisors first reported a position in CISO in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.3K in Q4 2024. 17 funds tracked by Wall St. Rank hold CISO as of Q2 2026.

  • CAPTRUST Financial Advisors held 13,334 shares of CISO Global worth $3.69K as of Q2 2026.
  • CAPTRUST Financial Advisors left its CISO Global share count unchanged in Q2 2026.
  • CISO Global made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3257 holding.
  • CAPTRUST Financial Advisors first reported a position in CISO Global in Q4 2024 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's CISO Global position peaked at $46.3K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held CISO Global as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.