CWS Financial Advisors’s S&P Global SPGI Stock Holding History

CWS Financial Advisors’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	$321K	Buy	813 +151	+23%	+$63.9K	0.07%	126
2026 Q2	$270K	Buy	662 +172	+35%	+$72.6K	0.06%	144
2026 Q1	$208K	Buy	490 +30	+7%	+$13.9K	0.05%	150
2025 Q4	$240K	Buy	+460	New	+$228K	0.07%	135
2024 Q1	–	Sell	-1,149	Closed	-$506K	–	143
2023 Q4	$506K	Sell	1,149 -143	-11%	-$56.4K	0.19%	80
2023 Q3	$472K	Sell	1,292 -62	-5%	-$24.4K	0.19%	84
2023 Q2	$543K	Hold	1,354	–	–	0.21%	74
2023 Q1	$467K	Buy	+1,354	New	+$477K	0.19%	86
2022 Q4	–	Sell	-1,427	Closed	-$436K	–	152
2022 Q3	$436K	Buy	1,427 +2	+0.1%	+$716	0.21%	85
2022 Q2	$480K	Buy	1,425 +686	+93%	+$245K	0.22%	82
2022 Q1	$303K	Buy	+739	New	+$301K	0.11%	114

Other funds holding SPGI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CWS Financial Advisors's SPGI Position: Q3 2026 in Review

CWS Financial Advisors increased its S&P Global (SPGI) stake by 23% in Q3 2026, buying an estimated $63.9K and bringing the position to 813 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #126.

CWS Financial Advisors first reported a position in SPGI in Q1 2022 and has held it in 11 quarters since. The position peaked at $543K in Q2 2023. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

CWS Financial Advisors held 813 shares of S&P Global worth $321K as of Q3 2026.
CWS Financial Advisors bought 151 S&P Global shares in Q3 2026, an estimated $63.9K.
S&P Global made up 0.07% of CWS Financial Advisors's portfolio in Q3 2026, its #126 holding.
CWS Financial Advisors first reported a position in S&P Global in Q1 2022 and has held it in 11 quarters since.
CWS Financial Advisors's S&P Global position peaked at $543K in Q2 2023.
1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.