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Fi3 Financial Advisors’s S&P Global SPGI Stock Holding History

Fi3 Financial 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 		$254K Buy
3,162
+2,269
+254% +$958K 0.06% 195
2026
Q1 		$380K Buy
+893
New +$415K 0.11% 105

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

Fi3 Financial Advisors's SPGI Position: Q2 2026 in Review

Fi3 Financial Advisors increased its S&P Global (SPGI) stake by 254% in Q2 2026, buying an estimated $958K and bringing the position to 3,162 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #195.

Fi3 Financial Advisors first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $380K in Q1 2026. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fi3 Financial Advisors held 3,162 shares of S&P Global worth $254K as of Q2 2026.
  • Fi3 Financial Advisors bought 2,269 S&P Global shares in Q2 2026, an estimated $958K.
  • S&P Global made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Fi3 Financial Advisors first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Fi3 Financial Advisors's S&P Global position peaked at $380K in Q1 2026.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.