Root Financial Partners
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Root Financial Partners’s Cboe Global Markets CBOE Stock Holding History

Root Financial Partners’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 		$74.3K Buy
+270
New +$76.5K ﹤0.01% 894
2026
Q2 		– Sell
-281
Closed -$79K – 871
2026
Q1 		$79K Buy
281
+46
+20% +$12.8K ﹤0.01% 670
2025
Q4 		$59K Buy
235
+29
+14% +$7.21K ﹤0.01% 650
2025
Q3 		$50.5K Buy
+206
New +$49.5K ﹤0.01% 669

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's CBOE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cboe Global Markets (CBOE) in Q3 2026: 270 shares worth $74.3K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBOE as recently as Q1 2026.

Root Financial Partners first reported a position in CBOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $79K in Q1 2026. 713 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • Root Financial Partners held 270 shares of Cboe Global Markets worth $74.3K as of Q3 2026.
  • Cboe Global Markets was a new Root Financial Partners position in Q3 2026.
  • Cboe Global Markets made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #894 holding.
  • Root Financial Partners first reported a position in Cboe Global Markets in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Cboe Global Markets position peaked at $79K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.