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CBIZ Investment Advisory Services’s S&P Global SPGI Stock Holding History

CBIZ Investment Advisory 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 		$5.53K Hold
13
– – ﹤0.01% 215
2026
Q1 		$5.53K Sell
13
-85
-87% -$39.5K ﹤0.01% 215
2025
Q4 		$51.2K Sell
98
-12
-11% -$5.94K ﹤0.01% 140
2025
Q3 		$53.6K Buy
110
+13
+13% +$6.96K ﹤0.01% 121
2025
Q2 		$51.2K Buy
97
+36
+59% +$18K ﹤0.01% 132
2025
Q1 		$31K Buy
61
+31
+103% +$15.8K ﹤0.01% 163
2024
Q4 		$15K Hold
30
– – ﹤0.01% 249
2024
Q3 		$15.5K Hold
30
– – ﹤0.01% 230
2024
Q2 		$13.4K Hold
30
– – ﹤0.01% 229
2024
Q1 		$12.8K Buy
+30
New +$13K ﹤0.01% 236

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CBIZ Investment Advisory Services's SPGI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its S&P Global (SPGI) position steady in Q2 2026 at 13 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

CBIZ Investment Advisory Services first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.6K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CBIZ Investment Advisory Services held 13 shares of S&P Global worth $5.53K as of Q2 2026.
  • CBIZ Investment Advisory Services left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #215 holding.
  • CBIZ Investment Advisory Services first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's S&P Global position peaked at $53.6K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.