First Affirmative Financial Network’s S&P Global SPGI Stock Holding History

First Affirmative Financial Network’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	$525K	Buy	+1,235	New	+$573K	0.2%	118
2025 Q3	$634K	Sell	1,302 -137	-10%	-$73.4K	0.3%	76
2025 Q2	$759K	Sell	1,439 -8	-0.6%	-$3.99K	0.39%	56
2025 Q1	$735K	Buy	1,447 +6	+0.4%	+$3.07K	0.45%	48
2024 Q4	$718K	Sell	1,441 -38	-3%	-$19.3K	0.41%	58
2024 Q3	$764K	Buy	1,479 +180	+14%	+$89.1K	0.42%	60
2024 Q2	$579K	Buy	1,299 +116	+10%	+$49.8K	0.4%	60
2024 Q1	$503K	Buy	1,183 +53	+5%	+$23K	0.37%	77
2023 Q4	$498K	Sell	1,130 -45	-4%	-$17.8K	0.4%	66
2023 Q3	$429K	Buy	1,175 +51	+5%	+$20.1K	0.42%	64
2023 Q2	$451K	Buy	1,124 +208	+23%	+$76K	0.45%	56
2023 Q1	$316K	Sell	916 -39	-4%	-$13.7K	0.37%	81
2022 Q4	$320K	Sell	955 -69	-7%	-$22.7K	0.39%	77
2022 Q3	$313K	Sell	1,024 -3	-0.3%	-$1.07K	0.4%	76
2022 Q2	$346K	Sell	1,027 -7	-0.7%	-$2.5K	0.39%	71
2022 Q1	$424K	Buy	1,034 +156	+18%	+$63.5K	0.41%	66
2021 Q4	$414K	Buy	878 +19	+2%	+$8.69K	0.38%	71
2021 Q3	$365K	Buy	+859	New	+$372K	0.38%	73

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Affirmative Financial Network's SPGI Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in S&P Global (SPGI) in Q1 2026: 1,235 shares worth $525K. The stake represents 0.2% of the portfolio and ranks #118 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SPGI as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SPGI in Q3 2021 and has held it in 18 quarters since. The position peaked at $764K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

First Affirmative Financial Network held 1,235 shares of S&P Global worth $525K as of Q1 2026.
S&P Global was a new First Affirmative Financial Network position in Q1 2026.
S&P Global made up 0.2% of First Affirmative Financial Network's portfolio in Q1 2026, its #118 holding.
First Affirmative Financial Network first reported a position in S&P Global in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's S&P Global position peaked at $764K in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.