Financial Life Planners’s S&P Global SPGI Stock Holding History

Financial Life Planners’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	$12.2K	Sell	30 -13	-30%	-$5.49K	0.01%	225
2026 Q1	$18.5K	Buy	+43	New	+$20K	0.01%	190
2025 Q4	–	Sell	-43	Closed	-$21.1K	–	288
2025 Q3	$21.1K	Buy	+43	New	+$23K	0.01%	204
2025 Q1	–	Sell	-34	Closed	-$17K	–	332
2024 Q4	$17K	Buy	+34	New	+$17.3K	0.01%	223

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Financial Life Planners's SPGI Position: Q2 2026 in Review

Financial Life Planners reduced its S&P Global (SPGI) stake by 30% in Q2 2026, selling an estimated $5.49K and leaving 30 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #225.

Financial Life Planners first reported a position in SPGI in Q4 2024 and has held it in 4 quarters since. The position peaked at $21.1K in Q3 2025. 820 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Financial Life Planners held 30 shares of S&P Global worth $12.2K as of Q2 2026.
Financial Life Planners sold 13 S&P Global shares in Q2 2026, an estimated $5.49K.
S&P Global made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #225 holding.
Financial Life Planners first reported a position in S&P Global in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's S&P Global position peaked at $21.1K in Q3 2025.
820 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.