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

Catalyst 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	$844K	Buy	2,072 +354	+21%	+$149K	0.08%	145
2026 Q1	$731K	Buy	1,718 +126	+8%	+$58.5K	0.09%	144
2025 Q4	$832K	Buy	1,592 +131	+9%	+$64.8K	0.09%	118
2025 Q3	$711K	Buy	1,461 +15	+1%	+$8.03K	0.09%	127
2025 Q2	$762K	Buy	1,446 +106	+8%	+$52.9K	0.08%	110
2025 Q1	$681K	Buy	1,340 +67	+5%	+$34.2K	0.13%	109
2024 Q4	$634K	Buy	1,273 +50	+4%	+$25.4K	0.12%	110
2024 Q3	$632K	Buy	1,223 +6	+0.5%	+$2.97K	0.12%	104
2024 Q2	$543K	Buy	1,217 +146	+14%	+$62.6K	0.12%	111
2024 Q1	$441K	Buy	1,071 +72	+7%	+$31.2K	0.11%	124
2023 Q4	$440K	Buy	999 +50	+5%	+$19.7K	0.12%	106
2023 Q3	$347K	Buy	949 +99	+12%	+$38.9K	0.11%	136
2023 Q2	$341K	Buy	850 +221	+35%	+$80.7K	0.12%	120
2023 Q1	$217K	Buy	+629	New	+$221K	0.09%	166

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

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

Catalyst Financial Partners increased its S&P Global (SPGI) stake by 21% in Q2 2026, buying an estimated $149K and bringing the position to 2,072 shares worth $844K. The position accounts for 0.08% of the portfolio, ranked #145.

Catalyst Financial Partners first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Catalyst Financial Partners held 2,072 shares of S&P Global worth $844K as of Q2 2026.
Catalyst Financial Partners bought 354 S&P Global shares in Q2 2026, an estimated $149K.
S&P Global made up 0.08% of Catalyst Financial Partners's portfolio in Q2 2026, its #145 holding.
Catalyst Financial Partners first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.