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Plan Group Financial’s Cboe Global Markets CBOE Stock Holding History

Plan Group Financial’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 		$229K Buy
+942
New +$288K 0.05% 220

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

Plan Group Financial's CBOE Position: Q2 2026 in Review

Plan Group Financial opened a new position in Cboe Global Markets (CBOE) in Q2 2026: 942 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings.

984 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Plan Group Financial held 942 shares of Cboe Global Markets worth $229K as of Q2 2026.
  • Cboe Global Markets was a new Plan Group Financial position in Q2 2026.
  • Cboe Global Markets made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #220 holding.
  • 984 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.