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

Financial Perspectives’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	$212K	Hold	519	–	–	0.05%	166
2026 Q1	$221K	Hold	519	–	–	0.06%	150
2025 Q4	$271K	Hold	519	–	–	0.07%	138
2025 Q3	$253K	Hold	519	–	–	0.07%	138
2025 Q2	$274K	Buy	519 +13	+3%	+$6.49K	0.08%	127
2025 Q1	$264K	Sell	506 -13	-3%	-$6.64K	0.09%	118
2024 Q4	$259K	Hold	519	–	–	0.09%	123
2024 Q3	$268K	Hold	519	–	–	0.09%	120
2024 Q2	$232K	Hold	519	–	–	0.09%	130
2024 Q1	$221K	Sell	519 -1	-0.2%	-$433	0.08%	134
2023 Q4	$229K	Buy	520 +1	+0.2%	+$395	0.09%	130
2023 Q3	$190K	Hold	519	–	–	0.09%	134
2023 Q2	$208K	Hold	519	–	–	0.09%	126
2023 Q1	$179K	Hold	519	–	–	0.09%	132
2022 Q4	$174K	Hold	519	–	–	0.09%	130
2022 Q3	$158K	Hold	519	–	–	0.09%	133
2022 Q2	$175K	Hold	519	–	–	0.1%	125
2022 Q1	$213K	Buy	+519	New	+$211K	0.1%	124

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 Perspectives's SPGI Position: Q2 2026 in Review

Financial Perspectives held its S&P Global (SPGI) position steady in Q2 2026 at 519 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #166.

Financial Perspectives first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $274K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Financial Perspectives held 519 shares of S&P Global worth $212K as of Q2 2026.
Financial Perspectives left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #166 holding.
Financial Perspectives first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
Financial Perspectives's S&P Global position peaked at $274K in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.