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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
Q2 		$51.2M Buy
125,704
+4,548
+4% +$1.92M 1.78% 24
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 $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

Aviso Financial's SPGI Position: Q2 2026 in Review

Aviso Financial increased its S&P Global (SPGI) stake by 3.8% in Q2 2026, buying an estimated $1.92M and bringing the position to 125,704 shares worth $51.2M. The position accounts for 1.78% of the portfolio, ranked #24.

Aviso Financial first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $51.5M in Q1 2026. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Aviso Financial held 125,704 shares of S&P Global worth $51.2M as of Q2 2026.
  • Aviso Financial bought 4,548 S&P Global shares in Q2 2026, an estimated $1.92M.
  • S&P Global made up 1.78% of Aviso Financial's portfolio in Q2 2026, its #24 holding.
  • Aviso Financial first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's S&P Global position peaked at $51.5M in Q1 2026.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.