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Finivi Inc’s S&P Global SPGI Stock Holding History

Finivi Inc’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 		– Sell
-489
Closed -$208K – 116
2026
Q1 		$208K Sell
489
-1,742
-78% -$809K 0.11% 103
2025
Q4 		$1.17M Buy
2,231
+1
+0% +$495 0.67% 39
2025
Q3 		$1.09M Buy
2,230
+45
+2% +$24.1K 0.69% 36
2025
Q2 		$1.15M Buy
2,185
+62
+3% +$30.9K 0.78% 35
2025
Q1 		$1.08M Buy
2,123
+175
+9% +$89.4K 0.87% 29
2024
Q4 		$970K Buy
1,948
+564
+41% +$286K 0.78% 31
2024
Q3 		$715K Buy
1,384
+738
+114% +$365K 0.58% 43
2024
Q2 		$288K Sell
646
-28
-4% -$12K 0.24% 73
2024
Q1 		$287K Sell
674
-1
-0.1% -$433 0.26% 72
2023
Q4 		$297K Buy
+675
New +$266K 0.29% 71
2021
Q4 		$275K Buy
+582
New +$266K 0.29% 64

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

Finivi Inc's SPGI Position: Q2 2026 in Review

Finivi Inc sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 489 shares — an estimated $208K sold.

Finivi Inc first reported a position in SPGI in Q4 2021 and held it in 11 quarters. The position peaked at $1.17M in Q4 2025. 1,981 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Finivi Inc reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Finivi Inc sold 489 S&P Global shares in Q2 2026, an estimated $208K.
  • Finivi Inc first reported a position in S&P Global in Q4 2021 and held it in 11 quarters.
  • Finivi Inc's S&P Global position peaked at $1.17M in Q4 2025.
  • 1,981 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.