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

Bouchey 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 Q1	$267K	Sell	630 -13	-2%	-$6.04K	0.02%	144
2025 Q4	$336K	Buy	643 +64	+11%	+$31.7K	0.03%	111
2025 Q3	$282K	Sell	579 -6	-1%	-$3.21K	0.02%	121
2025 Q2	$308K	Sell	585 -30	-5%	-$15K	0.03%	104
2025 Q1	$312K	Buy	615 +24	+4%	+$12.3K	0.03%	99
2024 Q4	$294K	Buy	591 +15	+3%	+$7.61K	0.03%	106
2024 Q3	$298K	Buy	576 +12	+2%	+$5.94K	0.03%	119
2024 Q2	$251K	Buy	564 +16	+3%	+$6.86K	0.02%	117
2024 Q1	$233K	Hold	548	–	–	0.02%	124
2023 Q4	$241K	Sell	548 -3	-0.5%	-$1.18K	0.03%	117
2023 Q3	$201K	Hold	551	–	–	0.02%	124
2023 Q2	$221K	Buy	+551	New	+$201K	0.03%	102
2022 Q2	–	Sell	-554	Closed	-$227K	–	100
2022 Q1	$227K	Buy	+554	New	+$226K	0.03%	89

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bouchey Financial Group's SPGI Position: Q1 2026 in Review

Bouchey Financial Group reduced its S&P Global (SPGI) stake by 2% in Q1 2026, selling an estimated $6.04K and leaving 630 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #144.

Bouchey Financial Group first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $336K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Bouchey Financial Group held 630 shares of S&P Global worth $267K as of Q1 2026.
Bouchey Financial Group sold 13 S&P Global shares in Q1 2026, an estimated $6.04K.
S&P Global made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #144 holding.
Bouchey Financial Group first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
Bouchey Financial Group's S&P Global position peaked at $336K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.