Position in CBOE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$325,420
+$6,968 QoQ
Shares Held
1,341
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#685
of 977 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $41,872,551 across 10 Financial Data & Stock Exchanges names. CBOE ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
59,318 | $22,855,023 | |
| 2 | CME |
Cme Group Inc.
|
67,639 | $14,936,720 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,001 | $985,003 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
8,771 | $691,330 | |
| 5 | MCO |
Moodys Corp /De/
|
1,525 | $690,703 | |
| 6 | MSCI |
MSCI Inc.
|
1,051 | $588,602 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
This page
|
1,341 | $325,420 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,321 | $303,935 |
All Filings in CBOE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,420 | 1,341 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $318,452 | 1,133 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $289,905 | 1,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $216,801 | 884 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||