Position in CBOE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$213,063
-$7,857 QoQ
Shares Held
878
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#747
of 977 holders
Holding Since
Mar 2026
2 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, 2026Keystone Financial Services holds $894,106 across 2 Financial Data & Stock Exchanges names. CBOE ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
5,532 | $681,043 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
This page
|
878 | $213,063 |
All Filings in CBOE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,063 | 878 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $220,920 | 786 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||