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Financial Partners Group (Kansas)’s S&P Global SPGI Stock Holding History

Financial Partners Group (Kansas)’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
-393
Closed -$207K – 241
2025
Q4 		$207K Sell
393
-219
-36% -$108K 0.02% 217
2025
Q3 		$298K Buy
+612
New +$328K 0.04% 175

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Partners Group (Kansas)'s SPGI Position: Q1 2026 in Review

Financial Partners Group (Kansas) sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 393 shares — an estimated $207K sold.

Financial Partners Group (Kansas) first reported a position in SPGI in Q3 2025 and held it in 2 quarters. The position peaked at $298K in Q3 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Financial Partners Group (Kansas) reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 393 S&P Global shares in Q1 2026, an estimated $207K.
  • Financial Partners Group (Kansas) first reported a position in S&P Global in Q3 2025 and held it in 2 quarters.
  • Financial Partners Group (Kansas)'s S&P Global position peaked at $298K in Q3 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2026, filed 13 Apr 2026.