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
Q2 		$8.31K Hold
30,000
– – ﹤0.01% 176
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrant Private Wealth Management's CISO Position: Q2 2026 in Review

Quadrant Private Wealth Management held its CISO Global (CISO) position steady in Q2 2026 at 30,000 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Quadrant Private Wealth Management first reported a position in CISO in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.5K in Q3 2025. 24 funds tracked by Wall St. Rank hold CISO as of Q2 2026.

  • Quadrant Private Wealth Management held 30,000 shares of CISO Global worth $8.31K as of Q2 2026.
  • Quadrant Private Wealth Management left its CISO Global share count unchanged in Q2 2026.
  • CISO Global made up ﹤0.01% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Quadrant Private Wealth Management first reported a position in CISO Global in Q3 2025 and has held it in 4 quarters since.
  • Quadrant Private Wealth Management's CISO Global position peaked at $31.5K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held CISO Global as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.