Cascade Financial Partners’s S&P Global SPGI Stock Holding History

Cascade Financial Partners’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	$216K	Hold	507	–	–	0.02%	247
2025 Q4	$265K	Hold	507	–	–	0.03%	226
2025 Q3	$247K	Sell	507 -22	-4%	-$11.8K	0.03%	230
2025 Q2	$279K	Hold	529	–	–	0.03%	212
2025 Q1	$269K	Sell	529 -53	-9%	-$27.1K	0.03%	205
2024 Q4	$290K	Buy	582 +1	+0.2%	+$507	0.04%	191
2024 Q3	$298K	Hold	581	–	–	0.04%	185
2024 Q2	$259K	Hold	581	–	–	0.03%	194
2024 Q1	$243K	Buy	+581	New	+$252K	0.04%	199

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

Cascade Financial Partners's SPGI Position: Q1 2026 in Review

Cascade Financial Partners held its S&P Global (SPGI) position steady in Q1 2026 at 507 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #247.

Cascade Financial Partners first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Cascade Financial Partners held 507 shares of S&P Global worth $216K as of Q1 2026.
Cascade Financial Partners left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #247 holding.
Cascade Financial Partners first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's S&P Global position peaked at $298K in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.