BFA
SPGI icon

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

Bragg 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 		– Sell
-619
Closed -$263K – 372
2026
Q1 		$263K Buy
619
+112
+22% +$52K 0.01% 339
2025
Q4 		$265K Sell
507
-14
-3% -$6.93K 0.01% 326
2025
Q3 		$254K Sell
521
-4
-0.8% -$2.14K 0.01% 325
2025
Q2 		$277K Buy
525
+4
+0.8% +$2K 0.01% 310
2025
Q1 		$265K Buy
521
+16
+3% +$8.18K 0.01% 305
2024
Q4 		$252K Sell
505
-12
-2% -$6.09K 0.01% 311
2024
Q3 		$267K Buy
517
+6
+1% +$2.97K 0.01% 296
2024
Q2 		$228K Sell
511
-8
-2% -$3.43K 0.01% 306
2024
Q1 		$221K Buy
519
+62
+14% +$26.9K 0.01% 315
2023
Q4 		$201K Buy
+457
New +$180K 0.01% 311
2023
Q3 		– Sell
-545
Closed -$218K – 325
2023
Q2 		$218K Buy
+545
New +$199K 0.01% 312
2022
Q3 		– Sell
-620
Closed -$209K – 297
2022
Q2 		$209K Buy
620
+7
+1% +$2.5K 0.01% 294
2022
Q1 		$251K Buy
613
+5
+0.8% +$2.04K 0.01% 290
2021
Q4 		$258K Hold
608
– – 0.02% 277
2021
Q3 		$258K Hold
608
– – 0.02% 277
2021
Q2 		$250K Hold
608
– – 0.02% 282
2021
Q1 		$215K Buy
+608
New +$202K 0.01% 287
2020
Q4 		– Sell
-628
Closed -$226K – 284
2020
Q3 		$226K Sell
628
-13
-2% -$4.59K 0.02% 254
2020
Q2 		$211K Buy
+641
New +$193K 0.02% 261
2019
Q4 		– Sell
-861
Closed -$211K – 271
2019
Q3 		$211K Buy
+861
New +$215K 0.03% 263

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

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

Bragg Financial Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 619 shares — an estimated $263K sold.

Bragg Financial Advisors first reported a position in SPGI in Q3 2019 and held it in 20 quarters. The position peaked at $277K in Q2 2025. 2,007 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bragg Financial Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Bragg Financial Advisors sold 619 S&P Global shares in Q2 2026, an estimated $263K.
  • Bragg Financial Advisors first reported a position in S&P Global in Q3 2019 and held it in 20 quarters.
  • Bragg Financial Advisors's S&P Global position peaked at $277K in Q2 2025.
  • 2,007 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.