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Cooper Financial Group’s S&P Global SPGI Stock Holding History

Cooper Financial Group’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 		$264K Sell
648
-97
-13% -$41K 0.02% 372
2026
Q1 		$317K Sell
745
-97
-12% -$45K 0.03% 316
2025
Q4 		$440K Buy
842
+54
+7% +$26.7K 0.05% 254
2025
Q3 		$384K Buy
+788
New +$422K 0.04% 266
2025
Q2 		– Sell
-500
Closed -$254K – 405
2025
Q1 		$254K Buy
+500
New +$255K 0.03% 332
2022
Q4 		– Sell
-1,104
Closed -$337K – 305
2022
Q3 		$337K Sell
1,104
-5
-0.5% -$1.79K 0.12% 169
2022
Q2 		$374K Sell
1,109
-27
-2% -$9.63K 0.14% 154
2022
Q1 		$466K Buy
1,136
+26
+2% +$10.6K 0.18% 118
2021
Q4 		$524K Buy
1,110
+106
+11% +$48.5K 0.2% 112
2021
Q3 		$426K Buy
1,004
+74
+8% +$32.1K 0.09% 145
2021
Q2 		$382K Buy
930
+46
+5% +$17.7K 0.08% 156
2021
Q1 		$312K Sell
884
-53
-6% -$17.6K 0.07% 177
2020
Q4 		$308K Buy
937
+57
+6% +$19.2K 0.06% 215
2020
Q3 		$317K Sell
880
-22
-2% -$7.76K 0.09% 147
2020
Q2 		$297K Buy
+902
New +$271K 0.1% 146

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

Cooper Financial Group's SPGI Position: Q2 2026 in Review

Cooper Financial Group reduced its S&P Global (SPGI) stake by 13% in Q2 2026, selling an estimated $41K and leaving 648 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #372.

Cooper Financial Group first reported a position in SPGI in Q2 2020 and has held it in 15 quarters since. The position peaked at $524K in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Cooper Financial Group held 648 shares of S&P Global worth $264K as of Q2 2026.
  • Cooper Financial Group sold 97 S&P Global shares in Q2 2026, an estimated $41K.
  • S&P Global made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #372 holding.
  • Cooper Financial Group first reported a position in S&P Global in Q2 2020 and has held it in 15 quarters since.
  • Cooper Financial Group's S&P Global position peaked at $524K in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.