COFG Advisors’s S&P Global SPGI Stock Holding History

COFG 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	–	Sell	-595	Closed	-$253K	–	322
2026 Q1	$253K	Buy	595 +17	+3%	+$7.89K	0.06%	202
2025 Q4	$302K	Buy	+578	New	+$286K	0.07%	170

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

COFG Advisors's SPGI Position: Q2 2026 in Review

COFG Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 595 shares — an estimated $253K sold.

COFG Advisors first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $302K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

COFG Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
COFG Advisors sold 595 S&P Global shares in Q2 2026, an estimated $253K.
COFG Advisors first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
COFG Advisors's S&P Global position peaked at $302K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.