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Atomi Financial Group’s S&P Global SPGI Stock Holding History

Atomi Financial 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
Q2 		$1.08M Sell
2,640
-283
-10% -$120K 0.03% 448
2026
Q1 		$1.24M Sell
2,923
-81
-3% -$37.6K 0.04% 367
2025
Q4 		$1.57M Buy
3,004
+342
+13% +$169K 0.05% 278
2025
Q3 		$1.3M Buy
2,662
+217
+9% +$116K 0.04% 303
2025
Q2 		$1.29M Buy
2,445
+623
+34% +$311K 0.05% 273
2025
Q1 		$926K Buy
1,822
+207
+13% +$106K 0.04% 331
2024
Q4 		$804K Buy
1,615
+420
+35% +$213K 0.04% 319
2024
Q3 		$617K Buy
1,195
+143
+14% +$70.8K 0.04% 380
2024
Q2 		$469K Buy
1,052
+250
+31% +$107K 0.03% 420
2024
Q1 		$341K Buy
802
+243
+43% +$105K 0.03% 487
2023
Q4 		$246K Buy
+559
New +$221K 0.03% 477

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atomi Financial Group's SPGI Position: Q2 2026 in Review

Atomi Financial Group reduced its S&P Global (SPGI) stake by 9.7% in Q2 2026, selling an estimated $120K and leaving 2,640 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #448.

Atomi Financial Group first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Atomi Financial Group held 2,640 shares of S&P Global worth $1.08M as of Q2 2026.
  • Atomi Financial Group sold 283 S&P Global shares in Q2 2026, an estimated $120K.
  • S&P Global made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #448 holding.
  • Atomi Financial Group first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's S&P Global position peaked at $1.57M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.