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Focus Partners Advisor Solutions’s S&P Global SPGI Stock Holding History

Focus Partners Advisor Solutions’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 		$1.62M Sell
3,966
-3,610
-48% -$1.52M 0.01% 414
2026
Q1 		$3.22M Buy
7,576
+6,432
+562% +$2.99M 0.03% 254
2025
Q4 		$598K Buy
1,144
+129
+13% +$63.8K 0.01% 666
2025
Q3 		$495K Sell
1,015
-959
-49% -$514K 0.01% 738
2025
Q2 		$1.04M Buy
1,974
+51
+3% +$25.5K 0.01% 427
2025
Q1 		$977K Buy
1,923
+1,023
+114% +$523K 0.01% 391
2024
Q4 		$448K Buy
+900
New +$457K 0.01% 499

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

Focus Partners Advisor Solutions's SPGI Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its S&P Global (SPGI) stake by 48% in Q2 2026, selling an estimated $1.52M and leaving 3,966 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #414.

Focus Partners Advisor Solutions first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Focus Partners Advisor Solutions held 3,966 shares of S&P Global worth $1.62M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 3,610 S&P Global shares in Q2 2026, an estimated $1.52M.
  • S&P Global made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #414 holding.
  • Focus Partners Advisor Solutions first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Advisor Solutions's S&P Global position peaked at $3.22M in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.