FFA
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Farther Finance Advisors’s S&P Global SPGI Stock Holding History

Farther Finance 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 		$5.71M Sell
14,013
-407
-3% -$172K 0.04% 366
2026
Q1 		$6.13M Buy
14,420
+1,263
+10% +$586K 0.06% 294
2025
Q4 		$6.88M Buy
13,157
+7,874
+149% +$3.9M 0.07% 245
2025
Q3 		$2.57M Buy
5,283
+828
+19% +$443K 0.04% 366
2025
Q2 		$2.35M Sell
4,455
-57
-1% -$28.4K 0.05% 322
2025
Q1 		$2.3M Buy
4,512
+216
+5% +$110K 0.06% 272
2024
Q4 		$2.14M Sell
4,296
-166
-4% -$84.2K 0.08% 214
2024
Q3 		$2.3M Sell
4,462
-172
-4% -$85.1K 0.09% 188
2024
Q2 		$2.07M Buy
4,634
+1,228
+36% +$527K 0.1% 165
2024
Q1 		$1.45M Sell
3,406
-1,186
-26% -$514K 0.09% 194
2023
Q4 		$2.02M Buy
4,592
+3,402
+286% +$1.34M 0.15% 131
2023
Q3 		$435K Buy
1,190
+582
+96% +$229K 0.07% 223
2023
Q2 		$244K Buy
608
+25
+4% +$9.13K 0.05% 283
2023
Q1 		$201K Buy
583
+76
+15% +$26.7K 0.06% 261
2022
Q4 		$170K Buy
+507
New +$167K 0.07% 246

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

Farther Finance Advisors's SPGI Position: Q2 2026 in Review

Farther Finance Advisors reduced its S&P Global (SPGI) stake by 2.8% in Q2 2026, selling an estimated $172K and leaving 14,013 shares worth $5.71M. The position accounts for 0.04% of the portfolio, ranked #366.

Farther Finance Advisors first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.88M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Farther Finance Advisors held 14,013 shares of S&P Global worth $5.71M as of Q2 2026.
  • Farther Finance Advisors sold 407 S&P Global shares in Q2 2026, an estimated $172K.
  • S&P Global made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #366 holding.
  • Farther Finance Advisors first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's S&P Global position peaked at $6.88M in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.