AG
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AmeriFlex Group’s S&P Global SPGI Stock Holding History

AmeriFlex 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
Q1 		$3.74K Hold
9
– – ﹤0.01% 882
2025
Q4 		$4.7K Sell
9
-67
-88% -$33.2K ﹤0.01% 869
2025
Q3 		$37K Buy
76
+48
+171% +$25.7K 0.01% 514
2025
Q2 		$14.5K Buy
28
+10
+56% +$4.99K 0.01% 637
2025
Q1 		$9.15K Buy
+18
New +$9.2K ﹤0.01% 875

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AmeriFlex Group's SPGI Position: Q1 2026 in Review

AmeriFlex Group held its S&P Global (SPGI) position steady in Q1 2026 at 9 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

AmeriFlex Group first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $37K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • AmeriFlex Group held 9 shares of S&P Global worth $3.74K as of Q1 2026.
  • AmeriFlex Group left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #882 holding.
  • AmeriFlex Group first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • AmeriFlex Group's S&P Global position peaked at $37K in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.