SFM
CBOE icon

Stack Financial Management’s Cboe Global Markets CBOE Stock Holding History

Stack Financial Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$24.9M Sell
106,576
-1,687
-2% -$393K 2.2% 15
2025
Q1 		$24.5M Sell
108,263
-693
-0.6% -$157K 2.04% 18
2024
Q4 		$21.3M Buy
+108,956
New +$21.3M 1.95% 19