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

Evermay 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
2026 Q2	$291K	Buy	1,198 +576	+93%	+$176K	0.03%	161
2026 Q1	$175K	Hold	622	–	–	0.02%	205
2025 Q4	$156K	Hold	622	–	–	0.02%	219
2025 Q3	$153K	Hold	622	–	–	0.02%	222
2025 Q2	$145K	Hold	622	–	–	0.02%	228
2025 Q1	$141K	Hold	622	–	–	0.02%	222
2024 Q4	$122K	Hold	622	–	–	0.02%	240
2024 Q3	$127K	Hold	622	–	–	0.02%	242
2024 Q2	$106K	Hold	622	–	–	0.02%	264
2024 Q1	$114K	Hold	622	–	–	0.02%	263
2023 Q4	$111K	Hold	622	–	–	0.02%	244
2023 Q3	$97.2K	Hold	622	–	–	0.02%	241
2023 Q2	$85.8K	Hold	622	–	–	0.02%	253
2023 Q1	$83.5K	Hold	622	–	–	0.02%	253
2022 Q4	$78K	Buy	+622	New	+$76.8K	0.02%	250

Other funds holding CBOE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Evermay Wealth Management's CBOE Position: Q2 2026 in Review

Evermay Wealth Management increased its Cboe Global Markets (CBOE) stake by 93% in Q2 2026, buying an estimated $176K and bringing the position to 1,198 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #161.

Evermay Wealth Management first reported a position in CBOE in Q4 2022 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Evermay Wealth Management held 1,198 shares of Cboe Global Markets worth $291K as of Q2 2026.
Evermay Wealth Management bought 576 Cboe Global Markets shares in Q2 2026, an estimated $176K.
Cboe Global Markets made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #161 holding.
Evermay Wealth Management first reported a position in Cboe Global Markets in Q4 2022 and has held it in 15 quarters since.
252 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.