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CFG Wealth Management Services’s Cboe Global Markets CBOE Stock Holding History

CFG Wealth Management Services’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 		– Sell
-213
Closed -$59.9K – 98
2026
Q1 		$59.9K Buy
+213
New +$59.3K 0.05% 98

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Vanguard Capital Management
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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

CFG Wealth Management Services's CBOE Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 213 shares — an estimated $59.9K sold.

CFG Wealth Management Services first reported a position in CBOE in Q1 2026 and held it in 1 quarter. The position peaked at $59.9K in Q1 2026. 981 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 213 Cboe Global Markets shares in Q2 2026, an estimated $59.9K.
  • CFG Wealth Management Services first reported a position in Cboe Global Markets in Q1 2026 and held it in 1 quarter.
  • CFG Wealth Management Services's Cboe Global Markets position peaked at $59.9K in Q1 2026.
  • 981 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.