Cornerstone Planning Group’s S&P Global SPGI Stock Holding History

Cornerstone Planning 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	$127K	Buy	296 +14	+5%	+$5.91K	0.02%	213
2026 Q1	$119K	Buy	282 +1	+0.4%	+$464	0.02%	221
2025 Q4	$149K	Buy	281 +245	+681%	+$121K	0.02%	169
2025 Q3	$629	Sell	36 -215	-86%	-$115K	﹤0.01%	1426
2025 Q2	$141K	Sell	251 -46	-15%	-$23K	0.03%	109
2025 Q1	$140K	Buy	297 +45	+18%	+$23K	0.03%	114
2024 Q4	$131K	Sell	252 -2	-0.8%	-$1.01K	0.03%	96
2024 Q3	$124K	Sell	254 -6	-2%	-$2.97K	0.03%	100
2024 Q2	$123K	Buy	260 +96	+59%	+$41.2K	0.04%	118
2024 Q1	$69.7K	Sell	164 -37	-18%	-$16K	0.02%	137
2023 Q4	$88.5K	Buy	201 +13	+7%	+$5.13K	0.03%	129
2023 Q3	$68.7K	Sell	188 -20	-10%	-$7.86K	0.03%	145
2023 Q2	$83.4K	Buy	+208	New	+$76K	0.03%	155
2022 Q4	$75.1K	Buy	+208	New	+$68.6K	0.03%	205

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Cornerstone Planning Group's SPGI Position: Q2 2026 in Review

Cornerstone Planning Group increased its S&P Global (SPGI) stake by 5% in Q2 2026, buying an estimated $5.91K and bringing the position to 296 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #213.

Cornerstone Planning Group first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $149K in Q4 2025. 1,144 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cornerstone Planning Group held 296 shares of S&P Global worth $127K as of Q2 2026.
Cornerstone Planning Group bought 14 S&P Global shares in Q2 2026, an estimated $5.91K.
S&P Global made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #213 holding.
Cornerstone Planning Group first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's S&P Global position peaked at $149K in Q4 2025.
1,144 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.