EFG
SPGI icon

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

Embree 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 		$472K Buy
1,158
+34
+3% +$14.4K 0.05% 174
2026
Q1 		$478K Buy
1,124
+34
+3% +$15.8K 0.06% 159
2025
Q4 		$570K Buy
1,090
+21
+2% +$10.4K 0.07% 144
2025
Q3 		$520K Buy
1,069
+38
+4% +$20.3K 0.07% 139
2025
Q2 		$544K Buy
1,031
+35
+4% +$17.5K 0.08% 134
2025
Q1 		$506K Buy
996
+1
+0.1% +$511 0.08% 129
2024
Q4 		$495K Buy
995
+1
+0.1% +$507 0.08% 120
2024
Q3 		$514K Hold
994
– – 0.09% 114
2024
Q2 		$443K Sell
994
-22
-2% -$9.44K 0.09% 119
2024
Q1 		$432K Hold
1,016
– – 0.08% 128
2023
Q4 		$447K Buy
+1,016
New +$401K 0.09% 117

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

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

Embree Financial Group increased its S&P Global (SPGI) stake by 3% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,158 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #174.

Embree Financial Group first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $570K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Embree Financial Group held 1,158 shares of S&P Global worth $472K as of Q2 2026.
  • Embree Financial Group bought 34 S&P Global shares in Q2 2026, an estimated $14.4K.
  • S&P Global made up 0.05% of Embree Financial Group's portfolio in Q2 2026, its #174 holding.
  • Embree Financial Group first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's S&P Global position peaked at $570K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.