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Sun Financial’s Cboe Global Markets CBOE Stock Holding History

Sun 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
Q1 		$404K Sell
1,125
-84
-7% -$23.4K 0.2% 97
2025
Q4 		$303K Buy
+1,209
New +$301K 0.17% 128

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sun Financial's CBOE Position: Q1 2026 in Review

Sun Financial reduced its Cboe Global Markets (CBOE) stake by 6.9% in Q1 2026, selling an estimated $23.4K and leaving 1,125 shares worth $404K. The position accounts for 0.2% of the portfolio, ranked #97.

Sun Financial first reported a position in CBOE in Q4 2025 and has held it in 2 quarters since. 983 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Sun Financial held 1,125 shares of Cboe Global Markets worth $404K as of Q1 2026.
  • Sun Financial sold 84 Cboe Global Markets shares in Q1 2026, an estimated $23.4K.
  • Cboe Global Markets made up 0.2% of Sun Financial's portfolio in Q1 2026, its #97 holding.
  • Sun Financial first reported a position in Cboe Global Markets in Q4 2025 and has held it in 2 quarters since.
  • 983 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.