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Dunhill Financial’s S&P Global SPGI Stock Holding History

Dunhill Financial’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 		$20.2K Sell
47
-134
-74% -$62.2K ﹤0.01% 427
2025
Q4 		$55.2K Buy
181
+86
+91% +$42.6K 0.01% 260
2025
Q3 		$46.3K Buy
95
+11
+13% +$5.89K 0.01% 271
2025
Q2 		$44.8K Buy
84
+4
+5% +$2K 0.01% 253
2025
Q1 		$40.8K Sell
80
-6
-7% -$3.07K 0.02% 209
2024
Q4 		$42.9K Buy
86
+16
+23% +$8.12K 0.02% 196
2024
Q3 		$36.2K Buy
70
+34
+94% +$16.8K 0.02% 198
2024
Q2 		$16.2K Buy
36
+6
+20% +$2.57K 0.01% 237
2024
Q1 		$12.9K Buy
30
+4
+15% +$1.73K 0.01% 204
2023
Q4 		$11.6K Buy
+26
New +$10.3K 0.01% 189

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dunhill Financial's SPGI Position: Q1 2026 in Review

Dunhill Financial reduced its S&P Global (SPGI) stake by 74% in Q1 2026, selling an estimated $62.2K and leaving 47 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Dunhill Financial first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.2K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Dunhill Financial held 47 shares of S&P Global worth $20.2K as of Q1 2026.
  • Dunhill Financial sold 134 S&P Global shares in Q1 2026, an estimated $62.2K.
  • S&P Global made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #427 holding.
  • Dunhill Financial first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's S&P Global position peaked at $55.2K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.