Financial Alternatives’s S&P Global SPGI Stock Holding History

Financial Alternatives’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	$223K	Hold	548	–	–	0.11%	78
2026 Q1	$233K	Hold	548	–	–	0.13%	71
2025 Q4	$286K	Hold	548	–	–	0.17%	72
2025 Q3	$267K	Hold	548	–	–	0.16%	75
2025 Q2	$289K	Hold	548	–	–	0.19%	70
2025 Q1	$278K	Sell	548 -100	-15%	-$51.1K	0.2%	67
2024 Q4	$323K	Hold	648	–	–	0.23%	63
2024 Q3	$335K	Buy	648 +100	+18%	+$49.5K	0.24%	62
2024 Q2	$244K	Hold	548	–	–	0.18%	73
2024 Q1	$233K	Hold	548	–	–	0.18%	72
2023 Q4	$241K	Hold	548	–	–	0.2%	68
2023 Q3	$200K	Hold	548	–	–	0.19%	75
2023 Q2	$220K	Buy	+548	New	+$200K	0.2%	70

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Alternatives's SPGI Position: Q2 2026 in Review

Financial Alternatives held its S&P Global (SPGI) position steady in Q2 2026 at 548 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #78.

Financial Alternatives first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $335K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Financial Alternatives held 548 shares of S&P Global worth $223K as of Q2 2026.
Financial Alternatives left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.11% of Financial Alternatives's portfolio in Q2 2026, its #78 holding.
Financial Alternatives first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
Financial Alternatives's S&P Global position peaked at $335K in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.