Position in CBOE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,221
-$1,459 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#878
of 977 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Key Financial Inc holds $1,396,057 across 8 Financial Data & Stock Exchanges names. CBOE ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
2,564 | $1,161,286 | |
| 2 | SPGI |
S&P Global Inc.
|
515 | $187,640 | |
| 3 | CME |
Cme Group Inc.
|
56 | $12,366 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
84 | $10,341 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
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|
38 | $9,221 | |
| 6 | MSCI |
MSCI Inc.
|
13 | $7,280 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
69 | $5,438 | |
| 8 | COIN |
Coinbase Global, Inc.
|
17 | $2,485 |
All Filings in CBOE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,221 | 38 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,680 | 38 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,538 | 38 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,319 | 38 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,861 | 38 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,599 | 38 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,425 | 38 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,785 | 38 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,462 | 38 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,695 | 31 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,535 | 31 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,842 | 31 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,278 | 31 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||