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

Atala 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
2025 Q2	–	Sell	-41	Closed	-$20.8K	–	399
2025 Q1	$20.8K	Hold	41	–	–	0.02%	237
2024 Q4	$20.4K	Buy	+41	New	+$20.8K	0.01%	253

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atala Financial's SPGI Position: Q2 2025 in Review

Atala Financial sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 41 shares — an estimated $20.8K sold.

Atala Financial first reported a position in SPGI in Q4 2024 and held it in 2 quarters. The position peaked at $20.8K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Atala Financial reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 41 S&P Global shares in Q2 2025, an estimated $20.8K.
Atala Financial first reported a position in S&P Global in Q4 2024 and held it in 2 quarters.
Atala Financial's S&P Global position peaked at $20.8K in Q1 2025.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.