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Forum Financial Management’s S&P Global SPGI Stock Holding History

Forum Financial Management’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 		– Sell
-3,333
Closed -$1.74M – 894
2025
Q4 		$1.74M Sell
3,333
-5
-0.1% -$2.47K 0.02% 154
2025
Q3 		$1.62M Buy
3,338
+240
+8% +$129K 0.02% 157
2025
Q2 		$1.63M Buy
3,098
+120
+4% +$59.9K 0.02% 151
2025
Q1 		$1.51M Sell
2,978
-6
-0.2% -$3.07K 0.03% 153
2024
Q4 		$1.49M Buy
2,984
+479
+19% +$243K 0.02% 157
2024
Q3 		$1.29M Hold
2,505
– – 0.02% 150
2024
Q2 		$1.12M Buy
2,505
+10
+0.4% +$4.29K 0.02% 155
2024
Q1 		$1.06M Sell
2,495
-1
-0% -$433 0.02% 181
2023
Q4 		$1.1M Buy
2,496
+124
+5% +$48.9K 0.02% 153
2023
Q3 		$867K Buy
2,372
+10
+0.4% +$3.93K 0.02% 180
2023
Q2 		$947K Buy
2,362
+32
+1% +$11.7K 0.02% 168
2023
Q1 		$803K Buy
2,330
+35
+2% +$12.3K 0.02% 171
2022
Q4 		$769K Buy
2,295
+25
+1% +$8.24K 0.03% 176
2022
Q3 		$693K Buy
2,270
+91
+4% +$32.6K 0.03% 161
2022
Q2 		$734K Buy
2,179
+168
+8% +$59.9K 0.04% 158
2022
Q1 		$824K Buy
2,011
+1,364
+211% +$556K 0.04% 156
2021
Q4 		$305K Buy
+647
New +$296K 0.02% 415

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Forum Financial Management's SPGI Position: Q1 2026 in Review

Forum Financial Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 3,333 shares — an estimated $1.74M sold.

Forum Financial Management first reported a position in SPGI in Q4 2021 and held it in 17 quarters. The position peaked at $1.74M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Forum Financial Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,333 S&P Global shares in Q1 2026, an estimated $1.74M.
  • Forum Financial Management first reported a position in S&P Global in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's S&P Global position peaked at $1.74M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.