FTA
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Financial & Tax Architects’s S&P Global SPGI Stock Holding History

Financial & Tax Architects’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 		$6.68M Buy
15,696
+1,020
+7% +$474K 1.49% 26
2025
Q4 		$7.67M Buy
14,676
+100
+0.7% +$49.5K 1.72% 16
2025
Q3 		$7.09M Buy
14,576
+539
+4% +$289K 1.57% 28
2025
Q2 		$7.4M Buy
14,037
+46
+0.3% +$23K 1.8% 16
2025
Q1 		$7.11M Buy
13,991
+2
+0% +$1.02K 1.78% 18
2024
Q4 		$6.97M Buy
13,989
+561
+4% +$285K 1.77% 13
2024
Q3 		$6.94M Sell
13,428
-1,112
-8% -$550K 1.78% 17
2024
Q2 		$6.48M Buy
14,540
+752
+5% +$323K 1.74% 14
2024
Q1 		$5.87M Sell
13,788
-20
-0.1% -$8.67K 1.61% 23
2023
Q4 		$6.08M Sell
13,808
-1,023
-7% -$404K 1.8% 16
2023
Q3 		$5.42M Sell
14,831
-104
-0.7% -$40.9K 1.68% 21
2023
Q2 		$5.99M Buy
14,935
+69
+0.5% +$25.2K 1.85% 11
2023
Q1 		$5.13M Buy
14,866
+423
+3% +$149K 1.69% 19
2022
Q4 		$5.32M Sell
14,443
-663
-4% -$219K 1.81% 11
2022
Q3 		$4.61M Buy
15,106
+860
+6% +$308K 1.73% 19
2022
Q2 		$4.8M Buy
14,246
+3,246
+30% +$1.16M 1.82% 16
2022
Q1 		$4.51M Buy
11,000
+1,136
+12% +$463K 1.7% 18
2021
Q4 		$4.66M Sell
9,864
-136
-1% -$62.2K 1.9% 13
2021
Q3 		$4.25M Buy
10,000
+1,512
+18% +$655K 1.94% 13
2021
Q2 		$3.48M Buy
8,488
+343
+4% +$132K 1.71% 15
2021
Q1 		$2.87M Buy
+8,145
New +$2.71M 1.61% 24

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 & Tax Architects's SPGI Position: Q1 2026 in Review

Financial & Tax Architects increased its S&P Global (SPGI) stake by 7% in Q1 2026, buying an estimated $474K and bringing the position to 15,696 shares worth $6.68M. The position accounts for 1.49% of the portfolio, ranked #26.

Financial & Tax Architects first reported a position in SPGI in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.67M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Financial & Tax Architects held 15,696 shares of S&P Global worth $6.68M as of Q1 2026.
  • Financial & Tax Architects bought 1,020 S&P Global shares in Q1 2026, an estimated $474K.
  • S&P Global made up 1.49% of Financial & Tax Architects's portfolio in Q1 2026, its #26 holding.
  • Financial & Tax Architects first reported a position in S&P Global in Q1 2021 and has held it in 21 quarters since.
  • Financial & Tax Architects's S&P Global position peaked at $7.67M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.