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Sequoia Financial Advisors’s Cboe Global Markets CBOE Stock Holding History

Sequoia Financial Advisors’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 		$1.41M Sell
5,800
-723
-11% -$221K 0.01% 792
2026
Q1 		$1.83M Buy
6,523
+331
+5% +$92.2K 0.01% 631
2025
Q4 		$1.55M Buy
6,192
+3,739
+152% +$930K 0.01% 684
2025
Q3 		$602K Buy
2,453
+151
+7% +$36.3K ﹤0.01% 1042
2025
Q2 		$537K Sell
2,302
-67
-3% -$14.9K ﹤0.01% 963
2025
Q1 		$536K Sell
2,369
-26
-1% -$5.39K ﹤0.01% 827
2024
Q4 		$468K Buy
2,395
+385
+19% +$79.3K ﹤0.01% 831
2024
Q3 		$412K Buy
2,010
+373
+23% +$73.3K ﹤0.01% 825
2024
Q2 		$278K Buy
1,637
+85
+5% +$15.1K ﹤0.01% 921
2024
Q1 		$285K Buy
1,552
+181
+13% +$33.4K ﹤0.01% 882
2023
Q4 		$245K Buy
+1,371
New +$235K ﹤0.01% 1014

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's CBOE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Cboe Global Markets (CBOE) stake by 11% in Q2 2026, selling an estimated $221K and leaving 5,800 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #792.

Sequoia Financial Advisors first reported a position in CBOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2026. 992 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Sequoia Financial Advisors held 5,800 shares of Cboe Global Markets worth $1.41M as of Q2 2026.
  • Sequoia Financial Advisors sold 723 Cboe Global Markets shares in Q2 2026, an estimated $221K.
  • Cboe Global Markets made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #792 holding.
  • Sequoia Financial Advisors first reported a position in Cboe Global Markets in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Cboe Global Markets position peaked at $1.83M in Q1 2026.
  • 992 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.