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AA Financial Advisors’s S&P Global SPGI Stock Holding History

AA Financial Advisors’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
Q1 		– Sell
-573
Closed -$299K – 237
2025
Q4 		$299K Buy
573
+22
+4% +$10.9K 0.06% 168
2025
Q3 		$268K Hold
551
– – 0.05% 164
2025
Q2 		$291K Buy
+551
New +$275K 0.06% 154

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AA Financial Advisors's SPGI Position: Q1 2026 in Review

AA Financial Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 573 shares — an estimated $299K sold.

AA Financial Advisors first reported a position in SPGI in Q2 2025 and held it in 3 quarters. The position peaked at $299K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • AA Financial Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • AA Financial Advisors sold 573 S&P Global shares in Q1 2026, an estimated $299K.
  • AA Financial Advisors first reported a position in S&P Global in Q2 2025 and held it in 3 quarters.
  • AA Financial Advisors's S&P Global position peaked at $299K in Q4 2025.
  • 2,127 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.