FPF
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First Pacific Financial’s S&P Global SPGI Stock Holding History

First Pacific Financial’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 		$26.4K Sell
65
-12
-16% -$5.07K ﹤0.01% 301
2026
Q1 		$32.7K Buy
77
+12
+18% +$5.57K ﹤0.01% 279
2025
Q4 		$33.8K Sell
65
-9
-12% -$4.45K ﹤0.01% 258
2025
Q3 		$35.8K Buy
74
+25
+51% +$13.4K 0.01% 252
2025
Q2 		$26K Sell
49
-113
-70% -$56.4K ﹤0.01% 272
2025
Q1 		$82.5K Buy
162
+93
+135% +$47.5K 0.02% 174
2024
Q4 		$34.5K Sell
69
-4
-5% -$2.03K 0.01% 215
2024
Q3 		$37.8K Hold
73
– – 0.01% 210
2024
Q2 		$32.6K Buy
73
+24
+49% +$10.3K 0.01% 191
2024
Q1 		$20.8K Hold
49
– – 0.01% 227
2023
Q4 		$21.6K Sell
49
-12
-20% -$4.74K 0.01% 218
2023
Q3 		$22.3K Buy
61
+49
+408% +$19.3K 0.01% 190
2023
Q2 		$4.81K Buy
+12
New +$4.38K ﹤0.01% 205

Other funds holding SPGI

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

First Pacific Financial's SPGI Position: Q2 2026 in Review

First Pacific Financial reduced its S&P Global (SPGI) stake by 16% in Q2 2026, selling an estimated $5.07K and leaving 65 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

First Pacific Financial first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $82.5K in Q1 2025. 658 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • First Pacific Financial held 65 shares of S&P Global worth $26.4K as of Q2 2026.
  • First Pacific Financial sold 12 S&P Global shares in Q2 2026, an estimated $5.07K.
  • S&P Global made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #301 holding.
  • First Pacific Financial first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
  • First Pacific Financial's S&P Global position peaked at $82.5K in Q1 2025.
  • 658 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.