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Advisory Solutions Group’s S&P Global SPGI Stock Holding History

Advisory Solutions Group’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 		$952K Buy
2,414
+80
+3% +$33.9K 0.2% 112
2026
Q2 		$951K Buy
+2,334
New +$986K 0.32% 72

Other funds holding SPGI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Advisory Solutions Group's SPGI Position: Q3 2026 in Review

Advisory Solutions Group increased its S&P Global (SPGI) stake by 3.4% in Q3 2026, buying an estimated $33.9K and bringing the position to 2,414 shares worth $952K. The position accounts for 0.2% of the portfolio, ranked #112.

Advisory Solutions Group first reported a position in SPGI in Q2 2026 and has held it in 2 quarters since. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Advisory Solutions Group held 2,414 shares of S&P Global worth $952K as of Q3 2026.
  • Advisory Solutions Group bought 80 S&P Global shares in Q3 2026, an estimated $33.9K.
  • S&P Global made up 0.2% of Advisory Solutions Group's portfolio in Q3 2026, its #112 holding.
  • Advisory Solutions Group first reported a position in S&P Global in Q2 2026 and has held it in 2 quarters since.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.