Williams Jones Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Williams Jones Wealth 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	$871K	Sell	3,590 -1	-0%	-$306	0.01%	291
2026 Q1	$1.01M	Buy	3,591 +1	+0%	+$278	0.01%	260
2025 Q4	$901K	Hold	3,590	–	–	0.01%	266
2025 Q3	$880K	Hold	3,590	–	–	0.01%	267
2025 Q2	$837K	Buy	3,590 +107	+3%	+$23.8K	0.01%	278
2025 Q1	$788K	Hold	3,483	–	–	0.01%	270
2024 Q4	$681K	Hold	3,483	–	–	0.01%	297
2024 Q3	$714K	Buy	3,483 +109	+3%	+$21.4K	0.01%	295
2024 Q2	$574K	Hold	3,374	–	–	0.01%	324
2024 Q1	$620K	Hold	3,374	–	–	0.01%	318
2023 Q4	$602K	Hold	3,374	–	–	0.01%	312
2023 Q3	$527K	Hold	3,374	–	–	0.01%	331
2023 Q2	$466K	Hold	3,374	–	–	0.01%	359
2023 Q1	$453K	Sell	3,374 -5	-0.1%	-$628	0.01%	384
2022 Q4	$424K	Buy	3,379 +4	+0.1%	+$494	0.01%	386
2022 Q3	$396K	Sell	3,375 -125	-4%	-$15K	0.01%	398
2022 Q2	$396K	Buy	+3,500	New	+$393K	0.01%	402

Other funds holding CBOE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Williams Jones Wealth Management's CBOE Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Cboe Global Markets (CBOE) stake by 0.03% in Q2 2026, selling an estimated $306 and leaving 3,590 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #291.

Williams Jones Wealth Management first reported a position in CBOE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q1 2026. 447 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Williams Jones Wealth Management held 3,590 shares of Cboe Global Markets worth $871K as of Q2 2026.
Williams Jones Wealth Management sold 1 Cboe Global Markets share in Q2 2026, an estimated $306.
Cboe Global Markets made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #291 holding.
Williams Jones Wealth Management first reported a position in Cboe Global Markets in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Cboe Global Markets position peaked at $1.01M in Q1 2026.
447 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.