EFS
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Essex Financial Services’s Cboe Global Markets CBOE Stock Holding History

Essex Financial 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
2025
Q4 		– Sell
-842
Closed -$207K – 788
2025
Q3 		$207K Buy
+842
New +$202K 0.01% 712
2023
Q1 		– Sell
-1,869
Closed -$234K – 487
2022
Q4 		$234K Hold
1,869
– – 0.02% 429
2022
Q3 		$219K Hold
1,869
– – 0.03% 417
2022
Q2 		$212K Buy
+1,869
New +$210K 0.02% 446

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 $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Essex Financial Services's CBOE Position: Q4 2025 in Review

Essex Financial Services sold out of Cboe Global Markets (CBOE) in Q4 2025, closing a stake of 842 shares — an estimated $207K sold.

Essex Financial Services first reported a position in CBOE in Q2 2022 and held it in 4 quarters. The position peaked at $234K in Q4 2022. 933 funds tracked by Wall St. Rank hold CBOE as of Q4 2025.

  • Essex Financial Services reported no remaining Cboe Global Markets position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 842 Cboe Global Markets shares in Q4 2025, an estimated $207K.
  • Essex Financial Services first reported a position in Cboe Global Markets in Q2 2022 and held it in 4 quarters.
  • Essex Financial Services's Cboe Global Markets position peaked at $234K in Q4 2022.
  • 933 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.