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Godfrey Financial Associates’s S&P Global SPGI Stock Holding History

Godfrey Financial Associates’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 		$1.22K Hold
3
– – ﹤0.01% 757
2026
Q1 		$1.28K Hold
3
– – ﹤0.01% 735
2025
Q4 		$1.57K Buy
+3
New +$1.48K ﹤0.01% 670

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

Godfrey Financial Associates's SPGI Position: Q2 2026 in Review

Godfrey Financial Associates held its S&P Global (SPGI) position steady in Q2 2026 at 3 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Godfrey Financial Associates first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Godfrey Financial Associates held 3 shares of S&P Global worth $1.22K as of Q2 2026.
  • Godfrey Financial Associates left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #757 holding.
  • Godfrey Financial Associates first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's S&P Global position peaked at $1.57K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.