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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
Q2 		$2.4M Buy
5,899
+13
+0.2% +$5.49K 1.64% 13
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Collier Financial's SPGI Position: Q2 2026 in Review

Collier Financial increased its S&P Global (SPGI) stake by 0.22% in Q2 2026, buying an estimated $5.49K and bringing the position to 5,899 shares worth $2.4M. The position accounts for 1.64% of the portfolio, ranked #13.

Collier Financial first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.08M in Q4 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Collier Financial held 5,899 shares of S&P Global worth $2.4M as of Q2 2026.
  • Collier Financial bought 13 S&P Global shares in Q2 2026, an estimated $5.49K.
  • S&P Global made up 1.64% of Collier Financial's portfolio in Q2 2026, its #13 holding.
  • Collier Financial first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's S&P Global position peaked at $3.08M in Q4 2025.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.