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 Q2	–	Sell	-507	Closed	-$216K	–	291
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 $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

Cascade Financial Partners's SPGI Position: Q2 2026 in Review

Cascade Financial Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 507 shares — an estimated $216K sold.

Cascade Financial Partners first reported a position in SPGI in Q1 2024 and held it in 9 quarters. The position peaked at $298K in Q3 2024. 2,025 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cascade Financial Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Cascade Financial Partners sold 507 S&P Global shares in Q2 2026, an estimated $216K.
Cascade Financial Partners first reported a position in S&P Global in Q1 2024 and held it in 9 quarters.
Cascade Financial Partners's S&P Global position peaked at $298K in Q3 2024.
2,025 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.