QPWM
CISO

Quadrant Private Wealth Management’s CISO Global CISO Stock Holding History

Quadrant Private Wealth Management’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Hold
30,000
– – ﹤0.01% 281
2025
Q4 		$14.4K Hold
30,000
– – ﹤0.01% 274
2025
Q3 		$31.5K Buy
+30,000
New +$31.7K 0.01% 250

Other funds holding CISO

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quadrant Private Wealth Management's CISO Position: Q1 2026 in Review

Quadrant Private Wealth Management held its CISO Global (CISO) position steady in Q1 2026 at 30,000 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Quadrant Private Wealth Management first reported a position in CISO in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.5K in Q3 2025. 25 funds tracked by Wall St. Rank hold CISO as of Q1 2026.

  • Quadrant Private Wealth Management held 30,000 shares of CISO Global worth $10.4K as of Q1 2026.
  • Quadrant Private Wealth Management left its CISO Global share count unchanged in Q1 2026.
  • CISO Global made up ﹤0.01% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Quadrant Private Wealth Management first reported a position in CISO Global in Q3 2025 and has held it in 3 quarters since.
  • Quadrant Private Wealth Management's CISO Global position peaked at $31.5K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held CISO Global as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.