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Goldstone Financial Group’s S&P Global SPGI Stock Holding History

Goldstone Financial Group’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 		$789K Buy
1,937
+332
+21% +$140K 0.07% 143
2026
Q1 		$683K Sell
1,605
-14
-0.9% -$6.5K 0.07% 146
2025
Q4 		$846K Buy
1,619
+153
+10% +$75.7K 0.09% 124
2025
Q3 		$714K Buy
1,466
+381
+35% +$204K 0.08% 138
2025
Q2 		$575K Buy
1,085
+310
+40% +$155K 0.08% 148
2025
Q1 		$394K Buy
775
+214
+38% +$109K 0.06% 149
2024
Q4 		$279K Buy
561
+51
+10% +$25.9K 0.04% 171
2024
Q3 		$264K Buy
+510
New +$252K 0.05% 161
2023
Q3 		– Sell
-567
Closed -$227K – 167
2023
Q2 		$227K Buy
+567
New +$207K 0.07% 155

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

Goldstone Financial Group's SPGI Position: Q2 2026 in Review

Goldstone Financial Group increased its S&P Global (SPGI) stake by 21% in Q2 2026, buying an estimated $140K and bringing the position to 1,937 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #143.

Goldstone Financial Group first reported a position in SPGI in Q2 2023 and has held it in 9 quarters since. The position peaked at $846K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Goldstone Financial Group held 1,937 shares of S&P Global worth $789K as of Q2 2026.
  • Goldstone Financial Group bought 332 S&P Global shares in Q2 2026, an estimated $140K.
  • S&P Global made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #143 holding.
  • Goldstone Financial Group first reported a position in S&P Global in Q2 2023 and has held it in 9 quarters since.
  • Goldstone Financial Group's S&P Global position peaked at $846K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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