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Summit Financial’s Cboe Global Markets CBOE Stock Holding History

Summit Financial’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 		$9.48M Buy
39,065
+29,328
+301% +$8.98M 0.1% 197
2026
Q1 		$2.74M Sell
9,737
-308
-3% -$85.7K 0.03% 491
2025
Q4 		$2.52M Sell
10,045
-21
-0.2% -$5.22K 0.04% 431
2025
Q3 		$2.47M Buy
10,066
+30
+0.3% +$7.21K 0.04% 427
2025
Q2 		$2.34M Sell
10,036
-880
-8% -$196K 0.05% 268
2025
Q1 		$2.47M Buy
10,916
+8
+0.1% +$1.66K 0.07% 229
2024
Q4 		$2.13M Buy
10,908
+48
+0.4% +$9.88K 0.07% 200
2024
Q3 		$2.22M Sell
10,860
-1,808
-14% -$355K 0.09% 168
2024
Q2 		$2.15M Buy
12,668
+606
+5% +$108K 0.1% 148
2024
Q1 		$2.22M Buy
12,062
+2,541
+27% +$469K 0.13% 98
2023
Q4 		$1.7M Sell
9,521
-268
-3% -$45.9K 0.11% 114
2023
Q3 		$1.53M Buy
9,789
+626
+7% +$92.1K 0.11% 118
2023
Q2 		$1.26M Buy
+9,163
New +$1.25M 0.09% 128

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 $3.37T AUM 44.26% 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

Summit Financial's CBOE Position: Q2 2026 in Review

Summit Financial increased its Cboe Global Markets (CBOE) stake by 301% in Q2 2026, buying an estimated $8.98M and bringing the position to 39,065 shares worth $9.48M. The position accounts for 0.1% of the portfolio, ranked #197.

Summit Financial first reported a position in CBOE in Q2 2023 and has held it in 13 quarters since. 990 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Summit Financial held 39,065 shares of Cboe Global Markets worth $9.48M as of Q2 2026.
  • Summit Financial bought 29,328 Cboe Global Markets shares in Q2 2026, an estimated $8.98M.
  • Cboe Global Markets made up 0.1% of Summit Financial's portfolio in Q2 2026, its #197 holding.
  • Summit Financial first reported a position in Cboe Global Markets in Q2 2023 and has held it in 13 quarters since.
  • 990 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.