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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,453
Closed -$617K 575
2026
Q1
$617K Sell
1,453
-345
-19% -$160K 0.03% 340
2025
Q4
$940K Sell
1,798
-216
-11% -$107K 0.06% 290
2025
Q3
$980K Buy
2,014
+82
+4% +$43.9K 0.07% 255
2025
Q2
$1.02M Sell
1,932
-153
-7% -$76.4K 0.08% 230
2025
Q1
$999K Buy
2,085
+245
+13% +$125K 0.08% 220
2024
Q4
$916K Buy
1,840
+88
+5% +$44.7K 0.08% 193
2024
Q3
$905K Buy
1,752
+67
+4% +$33.2K 0.08% 195
2024
Q2
$752K Buy
1,685
+66
+4% +$28.3K 0.07% 219
2024
Q1
$689K Sell
1,619
-823
-34% -$357K 0.07% 213
2023
Q4
$1.08M Buy
2,442
+847
+53% +$334K 0.12% 151
2023
Q3
$583K Buy
1,595
+120
+8% +$47.2K 0.08% 196
2023
Q2
$591K Sell
1,475
-267
-15% -$97.6K 0.08% 193
2023
Q1
$601K Buy
1,742
+353
+25% +$124K 0.09% 181
2022
Q4
$465K Buy
1,389
+121
+10% +$39.9K 0.07% 200
2022
Q3
$387K Sell
1,268
-9
-0.7% -$3.22K 0.07% 202
2022
Q2
$430K Buy
1,277
+171
+15% +$61K 0.08% 178
2022
Q1
$454K Buy
+1,106
New +$450K 0.08% 182

Other funds holding SPGI

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

Founders Financial Securities sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,453 shares — an estimated $617K sold.

Founders Financial Securities first reported a position in SPGI in Q1 2022 and held it in 17 quarters. The position peaked at $1.08M in Q4 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Founders Financial Securities reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Securities sold 1,453 S&P Global shares in Q2 2026, an estimated $617K.
  • Founders Financial Securities first reported a position in S&P Global in Q1 2022 and held it in 17 quarters.
  • Founders Financial Securities's S&P Global position peaked at $1.08M in Q4 2023.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.