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 Q2	–	Sell	-2,940	Closed	-$1.25M	–	123
2026 Q1	$1.25M	Buy	+2,940	New	+$1.36M	0.41%	29

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Demars Financial Group sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 2,940 shares — an estimated $1.25M sold.

Demars Financial Group first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $1.25M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Demars Financial Group reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Demars Financial Group sold 2,940 S&P Global shares in Q2 2026, an estimated $1.25M.
Demars Financial Group first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
Demars Financial Group's S&P Global position peaked at $1.25M in Q1 2026.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.