Consolidated Planning Corp
SPGI icon

Consolidated Planning Corp’s S&P Global SPGI Stock Holding History

Consolidated Planning Corp’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
Q3 		$223K Buy
566
+35
+7% +$14.8K 0.03% 174
2026
Q2 		$216K Buy
+531
New +$224K 0.03% 149
2026
Q1 		– Sell
-4,653
Closed -$2.43M – 204
2025
Q4 		$2.43M Sell
4,653
-5,568
-54% -$2.75M 0.25% 97
2025
Q3 		$4.97M Buy
10,221
+301
+3% +$161K 0.52% 62
2025
Q2 		$5.23M Buy
9,920
+297
+3% +$148K 0.66% 50
2025
Q1 		$4.89M Buy
9,623
+2,021
+27% +$1.03M 0.67% 48
2024
Q4 		$3.79M Buy
7,602
+206
+3% +$105K 0.52% 63
2024
Q3 		$3.82M Buy
7,396
+484
+7% +$240K 0.57% 60
2024
Q2 		$3.08M Buy
6,912
+1,243
+22% +$533K 0.51% 61
2024
Q1 		$2.41M Buy
5,669
+618
+12% +$268K 0.41% 72
2023
Q4 		$2.23M Buy
5,051
+310
+7% +$122K 0.41% 62
2023
Q3 		$1.73M Buy
4,741
+127
+3% +$49.9K 0.38% 70
2023
Q2 		$1.85M Buy
4,614
+365
+9% +$133K 0.39% 65
2023
Q1 		$1.46M Sell
4,249
-136
-3% -$47.9K 0.38% 69
2022
Q4 		$1.47M Sell
4,385
-20
-0.5% -$6.59K 0.41% 60
2022
Q3 		$1.34M Sell
4,405
-20
-0.5% -$7.16K 0.42% 57
2022
Q2 		$1.49M Buy
+4,425
New +$1.58M 0.47% 56
2021
Q4 		– Sell
-200
Closed -$85K – 385
2021
Q3 		$85K Buy
+200
New +$86.7K 0.06% 115

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Consolidated Planning Corp's SPGI Position: Q3 2026 in Review

Consolidated Planning Corp increased its S&P Global (SPGI) stake by 6.6% in Q3 2026, buying an estimated $14.8K and bringing the position to 566 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #174.

Consolidated Planning Corp first reported a position in SPGI in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.23M in Q2 2025. 743 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Consolidated Planning Corp held 566 shares of S&P Global worth $223K as of Q3 2026.
  • Consolidated Planning Corp bought 35 S&P Global shares in Q3 2026, an estimated $14.8K.
  • S&P Global made up 0.03% of Consolidated Planning Corp's portfolio in Q3 2026, its #174 holding.
  • Consolidated Planning Corp first reported a position in S&P Global in Q3 2021 and has held it in 18 quarters since.
  • Consolidated Planning Corp's S&P Global position peaked at $5.23M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.