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Financial Management Professionals’s S&P Global SPGI Stock Holding History

Financial Management Professionals’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 		$26.5K Sell
65
-170
-72% -$71.8K ﹤0.01% 387
2026
Q1 		$100K Sell
235
-9
-4% -$4.18K 0.01% 194
2025
Q4 		$128K Sell
244
-3
-1% -$1.48K 0.01% 186
2025
Q3 		$120K Buy
247
+6
+2% +$3.21K 0.01% 188
2025
Q2 		$127K Buy
241
+170
+239% +$84.8K 0.01% 178
2025
Q1 		$36.1K Sell
71
-4
-5% -$2.04K ﹤0.01% 310
2024
Q4 		$37.4K Sell
75
-13
-15% -$6.6K ﹤0.01% 312
2024
Q3 		$45K Buy
88
+25
+40% +$12.4K 0.01% 279
2024
Q2 		$28K Hold
63
– – ﹤0.01% 338
2024
Q1 		$27K Buy
63
+2
+3% +$867 ﹤0.01% 370
2023
Q4 		$27K Hold
61
– – ﹤0.01% 351
2023
Q3 		$22K Hold
61
– – ﹤0.01% 360
2023
Q2 		$24K Buy
61
+6
+11% +$2.19K ﹤0.01% 369
2023
Q1 		$19K Sell
55
-6
-10% -$2.11K ﹤0.01% 441
2022
Q4 		$20K Hold
61
– – ﹤0.01% 380
2022
Q3 		$19K Buy
61
+16
+36% +$5.72K ﹤0.01% 357
2022
Q2 		$15K Sell
45
-7
-13% -$2.5K ﹤0.01% 413
2022
Q1 		$21K Buy
52
+45
+643% +$18.3K ﹤0.01% 353
2021
Q4 		$3K Hold
7
– – ﹤0.01% 686
2021
Q3 		$3K Hold
7
– – ﹤0.01% 679
2021
Q2 		$3K Hold
7
– – ﹤0.01% 626
2021
Q1 		$2K Hold
7
– – ﹤0.01% 594
2020
Q4 		$2K Sell
7
-5
-42% -$1.69K ﹤0.01% 569
2020
Q3 		$4K Buy
12
+5
+71% +$1.76K ﹤0.01% 439
2020
Q2 		$2K Buy
+7
New +$2.1K ﹤0.01% 518

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

Financial Management Professionals's SPGI Position: Q2 2026 in Review

Financial Management Professionals reduced its S&P Global (SPGI) stake by 72% in Q2 2026, selling an estimated $71.8K and leaving 65 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Financial Management Professionals first reported a position in SPGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $128K in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Financial Management Professionals held 65 shares of S&P Global worth $26.5K as of Q2 2026.
  • Financial Management Professionals sold 170 S&P Global shares in Q2 2026, an estimated $71.8K.
  • S&P Global made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #387 holding.
  • Financial Management Professionals first reported a position in S&P Global in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's S&P Global position peaked at $128K in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.