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 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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CWS Financial Advisors's SPGI Position: Q2 2026 in Review

CWS Financial Advisors increased its S&P Global (SPGI) stake by 35% in Q2 2026, buying an estimated $72.6K and bringing the position to 662 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #144.

CWS Financial Advisors first reported a position in SPGI in Q1 2022 and has held it in 10 quarters since. The position peaked at $543K in Q2 2023. 770 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

CWS Financial Advisors held 662 shares of S&P Global worth $270K as of Q2 2026.
CWS Financial Advisors bought 172 S&P Global shares in Q2 2026, an estimated $72.6K.
S&P Global made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #144 holding.
CWS Financial Advisors first reported a position in S&P Global in Q1 2022 and has held it in 10 quarters since.
CWS Financial Advisors's S&P Global position peaked at $543K in Q2 2023.
770 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.