Willow Financial’s Cboe Global Markets CBOE Stock Holding History

Willow 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	–	Sell	-1,568	Closed	-$394K	–	39
2025 Q4	$394K	Buy	+1,568	New	+$390K	0.4%	33

Other funds holding CBOE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Willow Financial's CBOE Position: Q1 2026 in Review

Willow Financial sold out of Cboe Global Markets (CBOE) in Q1 2026, closing a stake of 1,568 shares — an estimated $394K sold.

Willow Financial first reported a position in CBOE in Q4 2025 and held it in 1 quarter. The position peaked at $394K in Q4 2025. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

Willow Financial reported no remaining Cboe Global Markets position as of Q1 2026 after selling out during the quarter.
Willow Financial sold 1,568 Cboe Global Markets shares in Q1 2026, an estimated $394K.
Willow Financial first reported a position in Cboe Global Markets in Q4 2025 and held it in 1 quarter.
Willow Financial's Cboe Global Markets position peaked at $394K in Q4 2025.
980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.