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

Aviso 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
2026
Q1 		$51.5M Buy
121,156
+45,545
+60% +$21.1M 1.83% 23
2025
Q4 		$39.5M Sell
75,611
-1,228
-2% -$608K 1.5% 26
2025
Q3 		$37.4M Buy
76,839
+96
+0.1% +$51.4K 1.52% 25
2025
Q2 		$40.5M Buy
76,743
+63,213
+467% +$31.5M 1.82% 23
2025
Q1 		$6.87M Sell
13,530
-2,510
-16% -$1.28M 0.34% 43
2024
Q4 		$7.99M Sell
16,040
-726
-4% -$368K 0.4% 38
2024
Q3 		$8.66M Sell
16,766
-610
-4% -$302K 0.43% 38
2024
Q2 		$7.75M Buy
+17,376
New +$7.45M 0.43% 38

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

Aviso Financial's SPGI Position: Q1 2026 in Review

Aviso Financial increased its S&P Global (SPGI) stake by 60% in Q1 2026, buying an estimated $21.1M and bringing the position to 121,156 shares worth $51.5M. The position accounts for 1.83% of the portfolio, ranked #23.

Aviso Financial first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Aviso Financial held 121,156 shares of S&P Global worth $51.5M as of Q1 2026.
  • Aviso Financial bought 45,545 S&P Global shares in Q1 2026, an estimated $21.1M.
  • S&P Global made up 1.83% of Aviso Financial's portfolio in Q1 2026, its #23 holding.
  • Aviso Financial first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.