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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
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

Other funds holding CBOE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Root Financial Partners's CBOE Position: Q2 2026 in Review

Root Financial Partners sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 281 shares — an estimated $79K sold.

Root Financial Partners first reported a position in CBOE in Q3 2025 and held it in 3 quarters. The position peaked at $79K in Q1 2026. 298 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Root Financial Partners reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 281 Cboe Global Markets shares in Q2 2026, an estimated $79K.
  • Root Financial Partners first reported a position in Cboe Global Markets in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cboe Global Markets position peaked at $79K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.