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Forum Financial Management’s Cboe Global Markets CBOE Stock Holding History

Forum Financial 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 		$3.52M Sell
14,508
-4
-0% -$1.22K 0.05% 65
2026
Q1 		$4.08M Sell
14,512
-2,146
-13% -$597K 0.06% 58
2025
Q4 		$4.18M Sell
16,658
-408
-2% -$101K 0.05% 75
2025
Q3 		$4.19M Buy
17,066
+601
+4% +$144K 0.06% 70
2025
Q2 		$3.84M Sell
16,465
-39,997
-71% -$8.9M 0.06% 71
2025
Q1 		$12.8M Hold
56,462
– – 0.21% 30
2024
Q4 		$11M Hold
56,462
– – 0.18% 33
2024
Q3 		$11.6M Buy
56,462
+54,503
+2,782% +$10.7M 0.19% 31
2024
Q2 		$333K Buy
1,959
+3
+0.2% +$533 0.01% 439
2024
Q1 		$359K Buy
1,956
+5
+0.3% +$923 0.01% 435
2023
Q4 		$348K Hold
1,951
– – 0.01% 398
2023
Q3 		$305K Hold
1,951
– – 0.01% 418
2023
Q2 		$269K Hold
1,951
– – 0.01% 474
2023
Q1 		$262K Hold
1,951
– – 0.01% 450
2022
Q4 		$245K Hold
1,951
– – 0.01% 464
2022
Q3 		$229K Sell
1,951
-133
-6% -$16K 0.01% 445
2022
Q2 		$236K Buy
+2,084
New +$234K 0.01% 453

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

Forum Financial Management's CBOE Position: Q2 2026 in Review

Forum Financial Management reduced its Cboe Global Markets (CBOE) stake by 0.03% in Q2 2026, selling an estimated $1.22K and leaving 14,508 shares worth $3.52M. The position accounts for 0.05% of the portfolio, ranked #65.

Forum Financial Management first reported a position in CBOE in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q1 2025. 984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Forum Financial Management held 14,508 shares of Cboe Global Markets worth $3.52M as of Q2 2026.
  • Forum Financial Management sold 4 Cboe Global Markets shares in Q2 2026, an estimated $1.22K.
  • Cboe Global Markets made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #65 holding.
  • Forum Financial Management first reported a position in Cboe Global Markets in Q2 2022 and has held it in 17 quarters since.
  • Forum Financial Management's Cboe Global Markets position peaked at $12.8M in Q1 2025.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

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