BPI
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BFC Planning, Inc.’s S&P Global SPGI Stock Holding History

BFC Planning, Inc.’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 		$293K Buy
720
+381
+112% +$161K 0.01% 810
2026
Q1 		$144K Sell
339
-363
-52% -$169K 0.01% 983
2025
Q4 		$367K Buy
702
+492
+234% +$243K 0.02% 648
2025
Q3 		$102K Buy
210
+28
+15% +$15K 0.01% 919
2025
Q2 		$95.7K Sell
182
-10
-5% -$4.99K 0.01% 899
2025
Q1 		$98.2K Sell
192
-20
-9% -$10.2K 0.01% 876
2024
Q4 		$106K Buy
+212
New +$108K 0.01% 845

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s SPGI Position: Q2 2026 in Review

BFC Planning, Inc. increased its S&P Global (SPGI) stake by 112% in Q2 2026, buying an estimated $161K and bringing the position to 720 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #810.

BFC Planning, Inc. first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q4 2025. 2,034 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • BFC Planning, Inc. held 720 shares of S&P Global worth $293K as of Q2 2026.
  • BFC Planning, Inc. bought 381 S&P Global shares in Q2 2026, an estimated $161K.
  • S&P Global made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #810 holding.
  • BFC Planning, Inc. first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s S&P Global position peaked at $367K in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.