Position in CBOE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$376,138
-$89,876 QoQ
Shares Held
1,550
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#659
of 977 holders
Holding Since
Jun 2021
21 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, 2026West Family Investments, Inc. holds $3,099,939 across 7 Financial Data & Stock Exchanges names. CBOE ranks #5 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,835 | $707,003 | |
| 2 | MCO |
Moodys Corp /De/
|
1,049 | $475,113 | |
| 3 | CME |
Cme Group Inc.
|
2,089 | $461,313 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
5,540 | $436,662 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
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|
1,550 | $376,138 | |
| 6 | MSCI |
MSCI Inc.
|
603 | $337,704 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,330 | $306,006 |
All Filings in CBOE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,138 | 1,550 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $466,014 | 1,658 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $911,632 | 3,632 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $834,831 | 3,404 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $732,279 | 3,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $526,803 | 2,328 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $595,774 | 3,049 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $683,036 | 3,334 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $525,655 | 3,091 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $567,909 | 3,091 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $551,928 | 3,091 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $479,252 | 3,068 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $365,450 | 2,648 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $379,362 | 2,826 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $354,578 | 2,826 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $317,133 | 2,702 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $291,917 | 2,579 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $352,985 | 3,085 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $347,646 | 2,666 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $326,247 | 2,634 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $289,648 | 2,433 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||