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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
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

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

Ausdal Financial Partners's SPGI Position: Q1 2026 in Review

Ausdal Financial Partners increased its S&P Global (SPGI) stake by 86% in Q1 2026, buying an estimated $229K and bringing the position to 1,066 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #619.

Ausdal Financial Partners first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Ausdal Financial Partners held 1,066 shares of S&P Global worth $454K as of Q1 2026.
  • Ausdal Financial Partners bought 494 S&P Global shares in Q1 2026, an estimated $229K.
  • S&P Global made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #619 holding.
  • Ausdal Financial Partners first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.