Claris Financial’s S&P Global SPGI Stock Holding History

Claris Financial’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	-439	Closed	-$229K	–	189
2025 Q4	$229K	Hold	439	–	–	0.12%	153
2025 Q3	$214K	Buy	+439	New	+$235K	0.12%	158

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

Claris Financial's SPGI Position: Q1 2026 in Review

Claris Financial sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 439 shares — an estimated $229K sold.

Claris Financial first reported a position in SPGI in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Claris Financial reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Claris Financial sold 439 S&P Global shares in Q1 2026, an estimated $229K.
Claris Financial first reported a position in S&P Global in Q3 2025 and held it in 2 quarters.
Claris Financial's S&P Global position peaked at $229K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.