Fortem Financial Group’s S&P Global SPGI Stock Holding History

Fortem Financial Group’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	$1.69M	Buy	4,143 +309	+8%	+$130K	0.34%	70
2026 Q1	$1.63M	Buy	3,834 +1,494	+64%	+$694K	0.41%	64
2025 Q4	$1.22M	Buy	2,340 +261	+13%	+$129K	0.33%	74
2025 Q3	$1.01M	Buy	2,079 +332	+19%	+$178K	0.29%	74
2025 Q2	$921K	Buy	1,747 +1,095	+168%	+$546K	0.3%	76
2025 Q1	$331K	Buy	+652	New	+$333K	0.13%	148
2022 Q3	–	Sell	-713	Closed	-$240K	–	179
2022 Q2	$240K	Sell	713 -8,134	-92%	-$2.9M	0.16%	150
2022 Q1	$3.63M	Buy	8,847 +3,469	+65%	+$1.41M	1.59%	8
2021 Q4	$2.54M	Buy	5,378 +224	+4%	+$102K	1.16%	25
2021 Q3	$2.19M	Buy	5,154 +129	+3%	+$55.9K	1.11%	30
2021 Q2	$2.06M	Buy	5,025 +790	+19%	+$304K	1.05%	29
2021 Q1	$1.49M	Sell	4,235 -19	-0.4%	-$6.32K	0.87%	38
2020 Q4	$1.4M	Sell	4,254 -261	-6%	-$88K	0.84%	38
2020 Q3	$1.63M	Buy	+4,515	New	+$1.59M	1.18%	22

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fortem Financial Group's SPGI Position: Q2 2026 in Review

Fortem Financial Group increased its S&P Global (SPGI) stake by 8.1% in Q2 2026, buying an estimated $130K and bringing the position to 4,143 shares worth $1.69M. The position accounts for 0.34% of the portfolio, ranked #70.

Fortem Financial Group first reported a position in SPGI in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.63M in Q1 2022. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Fortem Financial Group held 4,143 shares of S&P Global worth $1.69M as of Q2 2026.
Fortem Financial Group bought 309 S&P Global shares in Q2 2026, an estimated $130K.
S&P Global made up 0.34% of Fortem Financial Group's portfolio in Q2 2026, its #70 holding.
Fortem Financial Group first reported a position in S&P Global in Q3 2020 and has held it in 14 quarters since.
Fortem Financial Group's S&P Global position peaked at $3.63M in Q1 2022.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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