Frazier Financial Advisors’s S&P Global SPGI Stock Holding History

Frazier Financial Advisors’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	$48.1K	Buy	113 +27	+31%	+$12.5K	0.03%	192
2025 Q4	$45K	Sell	86 -26	-23%	-$12.9K	0.03%	173
2025 Q3	$54.6K	Sell	112 -25	-18%	-$13.4K	0.03%	149
2025 Q2	$72.3K	Buy	137 +14	+11%	+$6.99K	0.05%	119
2025 Q1	$62.6K	Buy	123 +50	+68%	+$25.5K	0.05%	118
2024 Q4	$36.4K	Sell	73 -7	-9%	-$3.55K	0.03%	172
2024 Q3	$41.4K	Sell	80 -11	-12%	-$5.44K	0.03%	161
2024 Q2	$40.6K	Buy	91 +2	+2%	+$858	0.03%	176
2024 Q1	$37.9K	Buy	89 +7	+9%	+$3.03K	0.03%	180
2023 Q4	$36.1K	Buy	+82	New	+$32.4K	0.03%	161

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Frazier Financial Advisors's SPGI Position: Q1 2026 in Review

Frazier Financial Advisors increased its S&P Global (SPGI) stake by 31% in Q1 2026, buying an estimated $12.5K and bringing the position to 113 shares worth $48.1K. The position accounts for 0.03% of the portfolio, ranked #192.

Frazier Financial Advisors first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $72.3K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Frazier Financial Advisors held 113 shares of S&P Global worth $48.1K as of Q1 2026.
Frazier Financial Advisors bought 27 S&P Global shares in Q1 2026, an estimated $12.5K.
S&P Global made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #192 holding.
Frazier Financial Advisors first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's S&P Global position peaked at $72.3K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.