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Action Point Financial Planning’s S&P Global SPGI Stock Holding History

Action Point Financial Planning’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
Q2 		$69.2K Buy
+113
New +$47.7K 0.01% 714

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's SPGI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in S&P Global (SPGI) in Q2 2026: 113 shares worth $69.2K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings.

2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Action Point Financial Planning held 113 shares of S&P Global worth $69.2K as of Q2 2026.
  • S&P Global was a new Action Point Financial Planning position in Q2 2026.
  • S&P Global made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #714 holding.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.