BFA
SPGI icon

Beaumont Financial Advisors’s S&P Global SPGI Stock Holding History

Beaumont Financial Advisors’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 		$647K Sell
1,588
-131
-8% -$55.3K 0.04% 216
2026
Q1 		$731K Sell
1,719
-61
-3% -$28.3K 0.05% 192
2025
Q4 		$930K Buy
1,780
+12
+0.7% +$5.94K 0.06% 166
2025
Q3 		$860K Sell
1,768
-233
-12% -$125K 0.06% 176
2025
Q2 		$1.05M Sell
2,001
-42
-2% -$21K 0.08% 147
2025
Q1 		$1.04M Buy
2,043
+21
+1% +$10.7K 0.08% 144
2024
Q4 		$1.01M Buy
2,022
+2
+0.1% +$1.01K 0.08% 149
2024
Q3 		$1.04M Sell
2,020
-346
-15% -$171K 0.08% 140
2024
Q2 		$1.06M Sell
2,366
-43
-2% -$18.4K 0.08% 140
2024
Q1 		$1.02M Sell
2,409
-98
-4% -$42.5K 0.08% 145
2023
Q4 		$1.1M Sell
2,507
-16
-0.6% -$6.31K 0.1% 130
2023
Q3 		$922K Sell
2,523
-129
-5% -$50.7K 0.09% 129
2023
Q2 		$1.06M Sell
2,652
-118
-4% -$43.1K 0.1% 125
2023
Q1 		$955K Sell
2,770
-82
-3% -$28.9K 0.1% 126
2022
Q4 		$955K Sell
2,852
-171
-6% -$56.4K 0.1% 127
2022
Q3 		$923K Sell
3,023
-37
-1% -$13.2K 0.09% 123
2022
Q2 		$1.03M Buy
3,060
+18
+0.6% +$6.42K 0.09% 121
2022
Q1 		$1.25M Buy
3,042
+202
+7% +$82.3K 0.09% 138
2021
Q4 		$1.34M Buy
2,840
+147
+5% +$67.2K 0.1% 126
2021
Q3 		$1.14M Buy
2,693
+212
+9% +$91.9K 0.09% 130
2021
Q2 		$1.02M Buy
2,481
+25
+1% +$9.61K 0.08% 143
2021
Q1 		$867K Buy
2,456
+120
+5% +$39.9K 0.07% 153
2020
Q4 		$768K Buy
2,336
+2
+0.1% +$675 0.07% 161
2020
Q3 		$842K Sell
2,334
-52
-2% -$18.3K 0.08% 156
2020
Q2 		$786K Sell
2,386
-296
-11% -$89K 0.08% 152
2020
Q1 		$657K Sell
2,682
-32
-1% -$8.78K 0.08% 123
2019
Q4 		$741K Buy
2,714
+193
+8% +$50.1K 0.07% 150
2019
Q3 		$618K Buy
2,521
+25
+1% +$6.25K 0.06% 155
2019
Q2 		$569K Buy
+2,496
New +$545K 0.06% 144

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

Beaumont Financial Advisors's SPGI Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its S&P Global (SPGI) stake by 7.6% in Q2 2026, selling an estimated $55.3K and leaving 1,588 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #216.

Beaumont Financial Advisors first reported a position in SPGI in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.34M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Beaumont Financial Advisors held 1,588 shares of S&P Global worth $647K as of Q2 2026.
  • Beaumont Financial Advisors sold 131 S&P Global shares in Q2 2026, an estimated $55.3K.
  • S&P Global made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #216 holding.
  • Beaumont Financial Advisors first reported a position in S&P Global in Q2 2019 and has held it in 29 quarters since.
  • Beaumont Financial Advisors's S&P Global position peaked at $1.34M in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.