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Financial Planning Hawaii’s Cboe Global Markets CBOE Stock Holding History

Financial Planning Hawaii’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 		$223K Hold
917
– – 0.12% 127
2026
Q1 		$258K Hold
917
– – 0.15% 113
2025
Q4 		$230K Buy
+917
New +$228K 0.13% 120

Other funds holding CBOE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Financial Planning Hawaii's CBOE Position: Q2 2026 in Review

Financial Planning Hawaii held its Cboe Global Markets (CBOE) position steady in Q2 2026 at 917 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #127.

Financial Planning Hawaii first reported a position in CBOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q1 2026. 484 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Financial Planning Hawaii held 917 shares of Cboe Global Markets worth $223K as of Q2 2026.
  • Financial Planning Hawaii left its Cboe Global Markets share count unchanged in Q2 2026.
  • Cboe Global Markets made up 0.12% of Financial Planning Hawaii's portfolio in Q2 2026, its #127 holding.
  • Financial Planning Hawaii first reported a position in Cboe Global Markets in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Cboe Global Markets position peaked at $258K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.