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Synergy Investment Management’s Cboe Global Markets CBOE Stock Holding History

Synergy Investment Management’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 		$27.7K Buy
110
+12
+12% +$3.67K 0.01% 471
2026
Q1 		$27.5K Buy
+98
New +$27.3K 0.01% 356

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

Synergy Investment Management's CBOE Position: Q2 2026 in Review

Synergy Investment Management increased its Cboe Global Markets (CBOE) stake by 12% in Q2 2026, buying an estimated $3.67K and bringing the position to 110 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #471.

Synergy Investment Management first reported a position in CBOE in Q1 2026 and has held it in 2 quarters since. 992 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Synergy Investment Management held 110 shares of Cboe Global Markets worth $27.7K as of Q2 2026.
  • Synergy Investment Management bought 12 Cboe Global Markets shares in Q2 2026, an estimated $3.67K.
  • Cboe Global Markets made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #471 holding.
  • Synergy Investment Management first reported a position in Cboe Global Markets in Q1 2026 and has held it in 2 quarters since.
  • 992 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.