CFCI
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Comprehensive Financial Consultants Institutional’s S&P Global SPGI Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$2.47M Buy
6,417
+1,301
+25% +$549K 0.65% 62
2026
Q1 		$2.18M Buy
5,116
+190
+4% +$88.2K 0.65% 56
2025
Q4 		$2.57M Buy
4,926
+207
+4% +$102K 0.78% 50
2025
Q3 		$2.3M Sell
4,719
-51
-1% -$27.3K 0.71% 53
2025
Q2 		$2.52M Sell
4,770
-59
-1% -$29.4K 0.83% 40
2025
Q1 		$2.45M Buy
4,829
+85
+2% +$43.4K 0.87% 41
2024
Q4 		$2.36M Buy
4,744
+173
+4% +$87.8K 0.86% 42
2024
Q3 		$2.36M Sell
4,571
-48
-1% -$23.8K 0.86% 39
2024
Q2 		$2.06M Buy
4,619
+420
+10% +$180K 0.81% 43
2024
Q1 		$1.79M Buy
4,199
+181
+5% +$78.5K 0.74% 51
2023
Q4 		$1.77M Buy
4,018
+357
+10% +$141K 0.82% 44
2023
Q3 		$1.34M Buy
3,661
+378
+12% +$149K 0.7% 56
2023
Q2 		$1.37M Buy
3,283
+108
+3% +$39.5K 0.72% 53
2023
Q1 		$1.09M Buy
3,175
+162
+5% +$57K 0.62% 62
2022
Q4 		$1.11M Buy
3,013
+195
+7% +$64.3K 0.67% 55
2022
Q3 		$838K Buy
2,818
+112
+4% +$40.1K 0.55% 67
2022
Q2 		$936K Buy
2,706
+88
+3% +$31.4K 0.67% 58
2022
Q1 		$905K Buy
+2,618
New +$1.07M 0.63% 60

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SPGI Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its S&P Global (SPGI) stake by 25% in Q2 2026, buying an estimated $549K and bringing the position to 6,417 shares worth $2.47M. The position accounts for 0.65% of the portfolio, ranked #62.

Comprehensive Financial Consultants Institutional first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.57M in Q4 2025. 350 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 6,417 shares of S&P Global worth $2.47M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,301 S&P Global shares in Q2 2026, an estimated $549K.
  • S&P Global made up 0.65% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #62 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Comprehensive Financial Consultants Institutional's S&P Global position peaked at $2.57M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.