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

Carr 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	$256K	Hold	628	–	–	0.06%	162
2026 Q1	$267K	Buy	628 +19	+3%	+$8.82K	0.07%	144
2025 Q4	$318K	Sell	609 -8	-1%	-$3.96K	0.08%	142
2025 Q3	$300K	Buy	617 +11	+2%	+$5.89K	0.08%	146
2025 Q2	$319K	Buy	606 +52	+9%	+$26K	0.09%	137
2025 Q1	$281K	Sell	554 -190	-26%	-$97.1K	0.09%	143
2024 Q4	$371K	Buy	744 +8	+1%	+$4.06K	0.11%	128
2024 Q3	$380K	Buy	736 +24	+3%	+$11.9K	0.11%	129
2024 Q2	$318K	Buy	712 +6	+0.8%	+$2.57K	0.1%	145
2024 Q1	$300K	Buy	706 +5	+0.7%	+$2.17K	0.1%	147
2023 Q4	$309K	Hold	701	–	–	0.11%	128
2023 Q3	$268K	Hold	701	–	–	0.11%	136
2023 Q2	$281K	Hold	701	–	–	0.11%	138
2023 Q1	$242K	Hold	701	–	–	0.11%	151
2022 Q4	$235K	Buy	+701	New	+$231K	0.12%	147

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Carr Financial Group held its S&P Global (SPGI) position steady in Q2 2026 at 628 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #162.

Carr Financial Group first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $380K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Carr Financial Group held 628 shares of S&P Global worth $256K as of Q2 2026.
Carr Financial Group left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.06% of Carr Financial Group's portfolio in Q2 2026, its #162 holding.
Carr Financial Group first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
Carr Financial Group's S&P Global position peaked at $380K in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.