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

Financial Advisors Network’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 		– Sell
-418
Closed -$218K – 223
2025
Q4 		$218K Hold
418
– – 0.03% 186
2025
Q3 		$203K Hold
418
– – 0.03% 191
2025
Q2 		$220K Hold
418
– – 0.03% 179
2025
Q1 		$212K Sell
418
-10
-2% -$5.11K 0.04% 175
2024
Q4 		$213K Buy
+428
New +$217K 0.04% 176

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

Financial Advisors Network's SPGI Position: Q1 2026 in Review

Financial Advisors Network sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 418 shares — an estimated $218K sold.

Financial Advisors Network first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $220K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Financial Advisors Network reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Financial Advisors Network sold 418 S&P Global shares in Q1 2026, an estimated $218K.
  • Financial Advisors Network first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
  • Financial Advisors Network's S&P Global position peaked at $220K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.