CGC Financial Services’s S&P Global SPGI Stock Holding History

CGC Financial 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 Q1	–	Sell	-33	Closed	-$17.2K	–	355
2025 Q4	$17.2K	Buy	+33	New	+$16.3K	﹤0.01%	193

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

CGC Financial Services's SPGI Position: Q1 2026 in Review

CGC Financial Services sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 33 shares — an estimated $17.2K sold.

CGC Financial Services first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $17.2K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

CGC Financial Services reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
CGC Financial Services sold 33 S&P Global shares in Q1 2026, an estimated $17.2K.
CGC Financial Services first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
CGC Financial Services's S&P Global position peaked at $17.2K in Q4 2025.
2,110 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on CGC Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.