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Ares Financial Consulting’s S&P Global SPGI Stock Holding History

Ares Financial Consulting’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 		$31K Hold
76
– – 0.02% 319
2026
Q1 		$32.3K Hold
76
– – 0.03% 291
2025
Q4 		$39.7K Buy
+76
New +$37.6K 0.04% 180

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's SPGI Position: Q2 2026 in Review

Ares Financial Consulting held its S&P Global (SPGI) position steady in Q2 2026 at 76 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #319.

Ares Financial Consulting first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.7K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Ares Financial Consulting held 76 shares of S&P Global worth $31K as of Q2 2026.
  • Ares Financial Consulting left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #319 holding.
  • Ares Financial Consulting first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's S&P Global position peaked at $39.7K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.