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

DHJJ 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	$114K	Hold	281	–	–	0.03%	295
2026 Q1	$120K	Hold	281	–	–	0.04%	263
2025 Q4	$147K	Hold	281	–	–	0.05%	230
2025 Q3	$137K	Hold	281	–	–	0.05%	220
2025 Q2	$148K	Hold	281	–	–	0.05%	204
2025 Q1	$143K	Hold	281	–	–	0.06%	181
2024 Q4	$140K	Hold	281	–	–	0.05%	186
2024 Q3	$145K	Hold	281	–	–	0.06%	179
2024 Q2	$125K	Hold	281	–	–	0.05%	184
2024 Q1	$120K	Hold	281	–	–	0.05%	181
2023 Q4	$124K	Hold	281	–	–	0.06%	175
2023 Q3	$103K	Buy	+281	New	+$110K	0.05%	181

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

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

DHJJ Financial Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 281 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #295.

DHJJ Financial Advisors first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $148K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

DHJJ Financial Advisors held 281 shares of S&P Global worth $114K as of Q2 2026.
DHJJ Financial Advisors left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #295 holding.
DHJJ Financial Advisors first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's S&P Global position peaked at $148K in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.