Align Financial’s S&P Global SPGI Stock Holding History

Align Financial’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	$38.3K	Hold	94	–	–	0.02%	181
2026 Q1	$40K	Hold	94	–	–	0.02%	170
2025 Q4	$49.1K	Buy	+94	New	+$46.5K	0.03%	160

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Align Financial's SPGI Position: Q2 2026 in Review

Align Financial held its S&P Global (SPGI) position steady in Q2 2026 at 94 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #181.

Align Financial first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.1K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Align Financial held 94 shares of S&P Global worth $38.3K as of Q2 2026.
Align Financial left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.02% of Align Financial's portfolio in Q2 2026, its #181 holding.
Align Financial first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
Align Financial's S&P Global position peaked at $49.1K in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.