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Bleakley Financial Group’s S&P Global SPGI Stock Holding History

Bleakley Financial Group’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 		$5.23M Buy
12,844
+1,732
+16% +$731K 0.07% 236
2026
Q1 		$4.73M Buy
11,112
+40
+0.4% +$18.6K 0.07% 228
2025
Q4 		$5.79M Buy
+11,072
New +$5.48M 0.1% 169
2025
Q3 		– Sell
-11,025
Closed -$5.81M – 612
2025
Q2 		$5.81M Buy
11,025
+821
+8% +$410K 0.15% 132
2025
Q1 		$5.18M Buy
10,204
+3,175
+45% +$1.62M 0.17% 121
2024
Q4 		$3.5M Buy
7,029
+73
+1% +$37K 0.11% 168
2024
Q3 		$3.59M Buy
6,956
+328
+5% +$162K 0.11% 161
2024
Q2 		$2.96M Buy
6,628
+107
+2% +$45.9K 0.09% 213
2024
Q1 		$2.77M Buy
6,521
+138
+2% +$59.8K 0.08% 235
2023
Q4 		$2.81M Buy
6,383
+1,024
+19% +$404K 0.09% 212
2023
Q3 		$1.96M Sell
5,359
-412
-7% -$162K 0.07% 264
2023
Q2 		$2.31M Sell
5,771
-1,513
-21% -$553K 0.07% 237
2023
Q1 		$2.51M Buy
7,284
+64
+0.9% +$22.5K 0.08% 207
2022
Q4 		$2.42M Buy
+7,220
New +$2.38M 0.09% 211

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bleakley Financial Group's SPGI Position: Q2 2026 in Review

Bleakley Financial Group increased its S&P Global (SPGI) stake by 16% in Q2 2026, buying an estimated $731K and bringing the position to 12,844 shares worth $5.23M. The position accounts for 0.07% of the portfolio, ranked #236.

Bleakley Financial Group first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.81M in Q2 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bleakley Financial Group held 12,844 shares of S&P Global worth $5.23M as of Q2 2026.
  • Bleakley Financial Group bought 1,732 S&P Global shares in Q2 2026, an estimated $731K.
  • S&P Global made up 0.07% of Bleakley Financial Group's portfolio in Q2 2026, its #236 holding.
  • Bleakley Financial Group first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
  • Bleakley Financial Group's S&P Global position peaked at $5.81M in Q2 2025.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.