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Bare Financial Services’s S&P Global SPGI Stock Holding History

Bare Financial Services’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 		$18.7K Buy
46
+21
+84% +$8.87K ﹤0.01% 305
2026
Q1 		$10.6K Sell
25
-9
-26% -$4.18K ﹤0.01% 316
2025
Q4 		$17.8K Buy
34
+3
+10% +$1.48K ﹤0.01% 137
2025
Q3 		$15.1K Buy
31
+8
+35% +$4.28K ﹤0.01% 155
2025
Q2 		$12.1K Buy
23
+17
+283% +$8.48K ﹤0.01% 147
2025
Q1 		$3.05K Buy
+6
New +$3.07K ﹤0.01% 164

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

Bare Financial Services's SPGI Position: Q2 2026 in Review

Bare Financial Services increased its S&P Global (SPGI) stake by 84% in Q2 2026, buying an estimated $8.87K and bringing the position to 46 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Bare Financial Services first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bare Financial Services held 46 shares of S&P Global worth $18.7K as of Q2 2026.
  • Bare Financial Services bought 21 S&P Global shares in Q2 2026, an estimated $8.87K.
  • S&P Global made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #305 holding.
  • Bare Financial Services first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.