Superior Planning, LLC’s S&P Global SPGI Stock Holding History

Superior Planning, LLC’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$113K	Buy	+287	New	+$121K	0.05%	227

Other funds holding SPGI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's SPGI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in S&P Global (SPGI) in Q3 2026: 287 shares worth $113K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings.

1,437 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Superior Planning, LLC held 287 shares of S&P Global worth $113K as of Q3 2026.
S&P Global was a new Superior Planning, LLC position in Q3 2026.
S&P Global made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #227 holding.
1,437 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.