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

Collier 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 		$2.5M Buy
5,886
+1
+0% +$464 1.91% 10
2025
Q4 		$3.08M Sell
5,885
-1
-0% -$495 2.31% 10
2025
Q3 		$2.86M Buy
+5,886
New +$3.15M 2.15% 10
2025
Q1 		$2.99M Hold
5,886
– – 2.54% 9
2024
Q4 		$2.93M Buy
+5,886
New +$2.99M 2.62% 13

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Collier Financial's SPGI Position: Q1 2026 in Review

Collier Financial increased its S&P Global (SPGI) stake by 0.02% in Q1 2026, buying an estimated $464 and bringing the position to 5,886 shares worth $2.5M. The position accounts for 1.91% of the portfolio, ranked #10.

Collier Financial first reported a position in SPGI in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.08M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Collier Financial held 5,886 shares of S&P Global worth $2.5M as of Q1 2026.
  • Collier Financial bought 1 S&P Global share in Q1 2026, an estimated $464.
  • S&P Global made up 1.91% of Collier Financial's portfolio in Q1 2026, its #10 holding.
  • Collier Financial first reported a position in S&P Global in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's S&P Global position peaked at $3.08M in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.