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Ausdal Financial Partners’s S&P Global SPGI Stock Holding History

Ausdal Financial Partners’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 		– Sell
-1,066
Closed -$454K – 1103
2026
Q1 		$454K Buy
1,066
+494
+86% +$229K 0.02% 619
2025
Q4 		$299K Buy
572
+30
+6% +$14.8K 0.01% 730
2025
Q3 		$264K Buy
+542
New +$290K 0.01% 781

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State Street
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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

Ausdal Financial Partners's SPGI Position: Q2 2026 in Review

Ausdal Financial Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,066 shares — an estimated $454K sold.

Ausdal Financial Partners first reported a position in SPGI in Q3 2025 and held it in 3 quarters. The position peaked at $454K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Ausdal Financial Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,066 S&P Global shares in Q2 2026, an estimated $454K.
  • Ausdal Financial Partners first reported a position in S&P Global in Q3 2025 and held it in 3 quarters.
  • Ausdal Financial Partners's S&P Global position peaked at $454K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.