First Pacific Financial
SPGI icon

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
Q3 		$25.7K Hold
65
– – ﹤0.01% 322
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

First Pacific Financial's SPGI Position: Q3 2026 in Review

First Pacific Financial held its S&P Global (SPGI) position steady in Q3 2026 at 65 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

First Pacific Financial first reported a position in SPGI in Q2 2023 and has held it in 14 quarters since. The position peaked at $82.5K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • First Pacific Financial held 65 shares of S&P Global worth $25.7K as of Q3 2026.
  • First Pacific Financial left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #322 holding.
  • First Pacific Financial first reported a position in S&P Global in Q2 2023 and has held it in 14 quarters since.
  • First Pacific Financial's S&P Global position peaked at $82.5K in Q1 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.