FFA
SPGI icon

Founders Financial Alliance’s S&P Global SPGI Stock Holding History

Founders Financial Alliance’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 		$243K Sell
597
-301
-34% -$127K 0.03% 389
2026
Q1 		$382K Buy
898
+309
+52% +$143K 0.07% 255
2025
Q4 		$308K Sell
589
-344
-37% -$170K 0.06% 280
2025
Q3 		$454K Buy
933
+347
+59% +$186K 0.09% 217
2025
Q2 		$309K Sell
586
-374
-39% -$187K 0.07% 247
2025
Q1 		$488K Buy
960
+218
+29% +$111K 0.12% 177
2024
Q4 		$369K Buy
742
+16
+2% +$8.12K 0.1% 191
2024
Q3 		$375K Sell
726
-264
-27% -$131K 0.1% 193
2024
Q2 		$441K Buy
990
+2
+0.2% +$858 0.13% 155
2024
Q1 		$421K Sell
988
-252
-20% -$109K 0.13% 168
2023
Q4 		$546K Buy
1,240
+42
+4% +$16.6K 0.21% 102
2023
Q3 		$438K Sell
1,198
-215
-15% -$84.5K 0.19% 111
2023
Q2 		$566K Buy
1,413
+193
+16% +$70.5K 0.22% 99
2023
Q1 		$423K Sell
1,220
-9
-0.7% -$3.17K 0.21% 113
2022
Q4 		$412K Buy
1,229
+1
+0.1% +$330 0.19% 120
2022
Q3 		$375K Buy
1,228
+314
+34% +$112K 0.19% 121
2022
Q2 		$308K Sell
914
-51
-5% -$18.2K 0.16% 147
2022
Q1 		$396K Buy
965
+30
+3% +$12.2K 0.18% 127
2021
Q4 		$441K Buy
935
+28
+3% +$12.8K 0.18% 123
2021
Q3 		$385K Buy
907
+2
+0.2% +$867 0.18% 133
2021
Q2 		$371K Buy
905
+2
+0.2% +$769 0.17% 138
2021
Q1 		$337K Buy
+903
New +$301K 0.17% 140
2020
Q4 		– Sell
-100
Closed -$35K – 1127
2020
Q3 		$35K Buy
+100
New +$35.3K 0.02% 449

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

Founders Financial Alliance's SPGI Position: Q2 2026 in Review

Founders Financial Alliance reduced its S&P Global (SPGI) stake by 34% in Q2 2026, selling an estimated $127K and leaving 597 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #389.

Founders Financial Alliance first reported a position in SPGI in Q3 2020 and has held it in 23 quarters since. The position peaked at $566K in Q2 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Founders Financial Alliance held 597 shares of S&P Global worth $243K as of Q2 2026.
  • Founders Financial Alliance sold 301 S&P Global shares in Q2 2026, an estimated $127K.
  • S&P Global made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #389 holding.
  • Founders Financial Alliance first reported a position in S&P Global in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's S&P Global position peaked at $566K in Q2 2023.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.