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Crestwood Advisors Group’s Cboe Global Markets CBOE Stock Holding History

Crestwood Advisors Group’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 		$325K Buy
1,341
+208
+18% +$63.7K ﹤0.01% 652
2026
Q1 		$318K Sell
1,133
-22
-2% -$6.13K 0.01% 554
2025
Q4 		$290K Buy
1,155
+271
+31% +$67.4K ﹤0.01% 528
2025
Q3 		$217K Buy
+884
New +$212K ﹤0.01% 538

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

Crestwood Advisors Group's CBOE Position: Q2 2026 in Review

Crestwood Advisors Group increased its Cboe Global Markets (CBOE) stake by 18% in Q2 2026, buying an estimated $63.7K and bringing the position to 1,341 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Crestwood Advisors Group first reported a position in CBOE in Q3 2025 and has held it in 4 quarters since. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Crestwood Advisors Group held 1,341 shares of Cboe Global Markets worth $325K as of Q2 2026.
  • Crestwood Advisors Group bought 208 Cboe Global Markets shares in Q2 2026, an estimated $63.7K.
  • Cboe Global Markets made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #652 holding.
  • Crestwood Advisors Group first reported a position in Cboe Global Markets in Q3 2025 and has held it in 4 quarters since.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.