Pinnacle Associates
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Pinnacle Associates’s Cboe Global Markets CBOE Stock Holding History

Pinnacle Associates’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
Q3 		$238K Sell
864
-7
-0.8% -$1.98K ﹤0.01% 871
2026
Q2 		$211K Buy
871
+88
+11% +$26.9K ﹤0.01% 915
2026
Q1 		$220K Buy
+783
New +$218K ﹤0.01% 889
2024
Q4 		– Sell
-1,366
Closed -$244K – 843
2024
Q3 		$244K Buy
+1,366
New +$268K ﹤0.01% 730
2024
Q2 		– Sell
-1,366
Closed -$251K – 818
2024
Q1 		$251K Hold
1,366
– – ﹤0.01% 741
2023
Q4 		$244K Buy
1,366
+67
+5% +$11.5K ﹤0.01% 740
2023
Q3 		$203K Buy
+1,299
New +$191K ﹤0.01% 759
2020
Q2 		– Sell
-5,079
Closed -$453K – 682
2020
Q1 		$453K Sell
5,079
-449
-8% -$50.3K 0.01% 497
2019
Q4 		$663K Buy
5,528
+1
+0% +$117 0.01% 491
2019
Q3 		$635K Buy
+5,527
New +$640K 0.02% 492
2018
Q1 		– Sell
-3,206
Closed -$399K – 682
2017
Q4 		$399K Sell
3,206
-931
-23% -$109K 0.01% 529
2017
Q3 		$445K Buy
4,137
+285
+7% +$28.1K 0.01% 508
2017
Q2 		$352K Buy
+3,852
New +$329K 0.01% 548

Other funds holding CBOE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Pinnacle Associates's CBOE Position: Q3 2026 in Review

Pinnacle Associates reduced its Cboe Global Markets (CBOE) stake by 0.8% in Q3 2026, selling an estimated $1.98K and leaving 864 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Pinnacle Associates first reported a position in CBOE in Q2 2017 and has held it in 13 quarters since. The position peaked at $663K in Q4 2019. 214 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • Pinnacle Associates held 864 shares of Cboe Global Markets worth $238K as of Q3 2026.
  • Pinnacle Associates sold 7 Cboe Global Markets shares in Q3 2026, an estimated $1.98K.
  • Cboe Global Markets made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #871 holding.
  • Pinnacle Associates first reported a position in Cboe Global Markets in Q2 2017 and has held it in 13 quarters since.
  • Pinnacle Associates's Cboe Global Markets position peaked at $663K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.