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Churchill Financial Advisors’s S&P Global SPGI Stock Holding History

Churchill Financial Advisors’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 		$333K Sell
818
-44
-5% -$18.6K 0.06% 111
2026
Q1 		$367K Sell
862
-1,215
-58% -$564K 0.08% 103
2025
Q4 		$1.09M Buy
+2,077
New +$1.03M 0.33% 56

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

Churchill Financial Advisors's SPGI Position: Q2 2026 in Review

Churchill Financial Advisors reduced its S&P Global (SPGI) stake by 5.1% in Q2 2026, selling an estimated $18.6K and leaving 818 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #111.

Churchill Financial Advisors first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Churchill Financial Advisors held 818 shares of S&P Global worth $333K as of Q2 2026.
  • Churchill Financial Advisors sold 44 S&P Global shares in Q2 2026, an estimated $18.6K.
  • S&P Global made up 0.06% of Churchill Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Churchill Financial Advisors first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's S&P Global position peaked at $1.09M in Q4 2025.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.