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Elm3 Financial Group’s S&P Global SPGI Stock Holding History

Elm3 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 		$268K Sell
659
-61
-8% -$25.8K 0.18% 112
2026
Q1 		$306K Sell
720
-10
-1% -$4.64K 0.26% 90
2025
Q4 		$382K Sell
730
-101
-12% -$50K 0.32% 78
2025
Q3 		$404K Sell
831
-50
-6% -$26.8K 0.33% 76
2025
Q2 		$465K Sell
881
-91
-9% -$45.4K 0.39% 64
2025
Q1 		$494K Sell
972
-58
-6% -$29.6K 0.43% 52
2024
Q4 		$513K Buy
+1,030
New +$523K 0.44% 49

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elm3 Financial Group's SPGI Position: Q2 2026 in Review

Elm3 Financial Group reduced its S&P Global (SPGI) stake by 8.5% in Q2 2026, selling an estimated $25.8K and leaving 659 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #112.

Elm3 Financial Group first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Elm3 Financial Group held 659 shares of S&P Global worth $268K as of Q2 2026.
  • Elm3 Financial Group sold 61 S&P Global shares in Q2 2026, an estimated $25.8K.
  • S&P Global made up 0.18% of Elm3 Financial Group's portfolio in Q2 2026, its #112 holding.
  • Elm3 Financial Group first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's S&P Global position peaked at $513K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.