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

Burkett 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 		$2.47K Hold
6
– – ﹤0.01% 233
2026
Q1 		$2.58K Hold
6
– – ﹤0.01% 212
2025
Q4 		$3.16K Hold
6
– – ﹤0.01% 197
2025
Q3 		$2.94K Hold
6
– – ﹤0.01% 190
2025
Q2 		$3.18K Hold
6
– – ﹤0.01% 186
2025
Q1 		$3.06K Hold
6
– – ﹤0.01% 206
2024
Q4 		$2.99K Hold
6
– – ﹤0.01% 180
2024
Q3 		$3.1K Buy
+6
New +$2.97K ﹤0.01% 171

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Burkett Financial Services held its S&P Global (SPGI) position steady in Q2 2026 at 6 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Burkett Financial Services first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.18K in Q2 2025. 512 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Burkett Financial Services held 6 shares of S&P Global worth $2.47K as of Q2 2026.
  • Burkett Financial Services left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #233 holding.
  • Burkett Financial Services first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
  • Burkett Financial Services's S&P Global position peaked at $3.18K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.