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Congress Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Congress 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
2025
Q2 		$1.81M Sell
7,762
-54
-0.7% -$12K 0.02% 574
2025
Q1 		$1.77M Buy
+7,816
New +$1.62M 0.02% 519

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Congress Wealth Management's CBOE Position: Q2 2025 in Review

Congress Wealth Management reduced its Cboe Global Markets (CBOE) stake by 0.69% in Q2 2025, selling an estimated $12K and leaving 7,762 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #574.

Congress Wealth Management first reported a position in CBOE in Q1 2025 and has held it in 2 quarters since. 840 funds tracked by Wall St. Rank hold CBOE as of Q2 2025.

  • Congress Wealth Management held 7,762 shares of Cboe Global Markets worth $1.81M as of Q2 2025.
  • Congress Wealth Management sold 54 Cboe Global Markets shares in Q2 2025, an estimated $12K.
  • Cboe Global Markets made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #574 holding.
  • Congress Wealth Management first reported a position in Cboe Global Markets in Q1 2025 and has held it in 2 quarters since.
  • 840 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.