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Clayton Financial Group’s S&P Global SPGI Stock Holding History

Clayton Financial Group’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 		– Sell
-17
Closed -$7.23K – 489
2026
Q1 		$7.23K Sell
17
-7
-29% -$3.25K ﹤0.01% 267
2025
Q4 		$12.5K Buy
+24
New +$11.9K 0.01% 217
2025
Q2 		– Sell
-701
Closed -$356K – 102
2025
Q1 		$356K Sell
701
-81
-10% -$41.4K 0.13% 82
2024
Q4 		$389K Hold
782
– – 0.14% 78
2024
Q3 		$404K Sell
782
-141
-15% -$69.8K 0.15% 76
2024
Q2 		$393K Hold
923
– – 0.17% 68
2024
Q1 		$393K Buy
+923
New +$400K 0.18% 68

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Clayton Financial Group's SPGI Position: Q2 2026 in Review

Clayton Financial Group sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 17 shares — an estimated $7.23K sold.

Clayton Financial Group first reported a position in SPGI in Q1 2024 and held it in 7 quarters. The position peaked at $404K in Q3 2024. 472 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Clayton Financial Group reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 17 S&P Global shares in Q2 2026, an estimated $7.23K.
  • Clayton Financial Group first reported a position in S&P Global in Q1 2024 and held it in 7 quarters.
  • Clayton Financial Group's S&P Global position peaked at $404K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.