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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
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 $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

Elm3 Financial Group's SPGI Position: Q1 2026 in Review

Elm3 Financial Group reduced its S&P Global (SPGI) stake by 1.4% in Q1 2026, selling an estimated $4.64K and leaving 720 shares worth $306K. The position accounts for 0.26% of the portfolio, ranked #90.

Elm3 Financial Group first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $513K in Q4 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Elm3 Financial Group held 720 shares of S&P Global worth $306K as of Q1 2026.
  • Elm3 Financial Group sold 10 S&P Global shares in Q1 2026, an estimated $4.64K.
  • S&P Global made up 0.26% of Elm3 Financial Group's portfolio in Q1 2026, its #90 holding.
  • Elm3 Financial Group first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's S&P Global position peaked at $513K in Q4 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.