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

Demars 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 Q1	$1.25M	Buy	+2,940	New	+$1.36M	0.41%	29

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Demars Financial Group's SPGI Position: Q1 2026 in Review

Demars Financial Group opened a new position in S&P Global (SPGI) in Q1 2026: 2,940 shares worth $1.25M. The stake represents 0.41% of the portfolio and ranks #29 among its holdings.

2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Demars Financial Group held 2,940 shares of S&P Global worth $1.25M as of Q1 2026.
S&P Global was a new Demars Financial Group position in Q1 2026.
S&P Global made up 0.41% of Demars Financial Group's portfolio in Q1 2026, its #29 holding.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.