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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
Q2 		$40.5K Sell
100
-13
-12% -$5.49K 0.02% 213
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
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

Frazier Financial Advisors's SPGI Position: Q2 2026 in Review

Frazier Financial Advisors reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $5.49K and leaving 100 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #213.

Frazier Financial Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.3K in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Frazier Financial Advisors held 100 shares of S&P Global worth $40.5K as of Q2 2026.
  • Frazier Financial Advisors sold 13 S&P Global shares in Q2 2026, an estimated $5.49K.
  • S&P Global made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • Frazier Financial Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's S&P Global position peaked at $72.3K in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.