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SPGI icon

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

Financial Consulate’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 		$94.4K Sell
222
-499
-69% -$232K 0.01% 223
2025
Q4 		$377K Sell
721
-134
-16% -$66.3K 0.05% 103
2025
Q3 		$416K Buy
+855
New +$458K 0.06% 105
2023
Q3 		– Sell
-1,823
Closed -$731K – 45
2023
Q2 		$731K Buy
1,823
+123
+7% +$44.9K 0.31% 24
2023
Q1 		$586K Buy
1,700
+232
+16% +$81.6K 0.2% 54
2022
Q4 		$492K Buy
1,468
+38
+3% +$12.5K 0.17% 74
2022
Q3 		$437K Buy
1,430
+50
+4% +$17.9K 0.18% 66
2022
Q2 		$465K Buy
1,380
+241
+21% +$85.9K 0.22% 65
2022
Q1 		$467K Buy
1,139
+37
+3% +$15.1K 0.18% 71
2021
Q4 		$520K Buy
1,102
+124
+13% +$56.7K 0.18% 69
2021
Q3 		$416K Buy
978
+108
+12% +$46.8K 0.15% 72
2021
Q2 		$357K Buy
870
+112
+15% +$43K 0.13% 83
2021
Q1 		$267K Buy
758
+137
+22% +$45.6K 0.11% 93
2020
Q4 		$204K Buy
+621
New +$209K 0.09% 105

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 Consulate's SPGI Position: Q1 2026 in Review

Financial Consulate reduced its S&P Global (SPGI) stake by 69% in Q1 2026, selling an estimated $232K and leaving 222 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #223.

Financial Consulate first reported a position in SPGI in Q4 2020 and has held it in 14 quarters since. The position peaked at $731K in Q2 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Financial Consulate held 222 shares of S&P Global worth $94.4K as of Q1 2026.
  • Financial Consulate sold 499 S&P Global shares in Q1 2026, an estimated $232K.
  • S&P Global made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #223 holding.
  • Financial Consulate first reported a position in S&P Global in Q4 2020 and has held it in 14 quarters since.
  • Financial Consulate's S&P Global position peaked at $731K in Q2 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.