COMPASS FINANCIAL MANAGEMENT LLC’s S&P Global SPGI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$60.1K	Buy	+146	New	+$61.7K	0.01%	654

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SPGI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in S&P Global (SPGI) in Q2 2026: 146 shares worth $60.1K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings.

1,564 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 146 shares of S&P Global worth $60.1K as of Q2 2026.
S&P Global was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
S&P Global made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #654 holding.
1,564 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.