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Haverford Financial Services’s S&P Global SPGI Stock Holding History

Haverford Financial Services’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 		$6.52M Sell
15,337
-44
-0.3% -$20.4K 1.94% 22
2025
Q4 		$8.04M Sell
15,381
-76
-0.5% -$37.6K 2.25% 19
2025
Q3 		$7.52M Sell
15,457
-70
-0.5% -$37.5K 2.11% 20
2025
Q2 		$8.19M Sell
15,527
-7,063
-31% -$3.52M 2.42% 20
2025
Q1 		$11.5M Sell
22,590
-151
-0.7% -$77.2K 3.54% 11
2024
Q4 		$11.3M Sell
22,741
-1,305
-5% -$662K 3.45% 13
2024
Q3 		$12.4M Sell
24,046
-1,888
-7% -$934K 3.56% 12
2024
Q2 		$11.6M Sell
25,934
-113
-0.4% -$48.5K 3.47% 13
2024
Q1 		$11.1M Sell
26,047
-17
-0.1% -$7.37K 3.19% 16
2023
Q4 		$11.5M Buy
26,064
+32
+0.1% +$12.6K 3.44% 13
2023
Q3 		$9.51M Sell
26,032
-58
-0.2% -$22.8K 3.07% 16
2023
Q2 		$10.5M Sell
26,090
-93
-0.4% -$34K 3.12% 16
2023
Q1 		$9.03M Buy
26,183
+6,649
+34% +$2.34M 2.82% 18
2022
Q4 		$6.54M Buy
19,534
+853
+5% +$281K 1.8% 27
2022
Q3 		$5.7M Sell
18,681
-1
-0% -$358 1.75% 26
2022
Q2 		$6.3M Sell
18,682
-677
-3% -$241K 1.83% 25
2022
Q1 		$7.94M Sell
19,359
-830
-4% -$338K 1.96% 21
2021
Q4 		$9.53M Sell
20,189
-754
-4% -$345K 2.16% 18
2021
Q3 		$8.9M Sell
20,943
-19
-0.1% -$8.23K 2.16% 19
2021
Q2 		$8.6M Sell
20,962
-12
-0.1% -$4.61K 2.1% 23
2021
Q1 		$7.4M Buy
20,974
+4,059
+24% +$1.35M 1.93% 25
2020
Q4 		$5.56M Sell
16,915
-39
-0.2% -$13.2K 1.51% 27
2020
Q3 		$6.11M Sell
16,954
-195
-1% -$68.8K 1.88% 25
2020
Q2 		$5.65M Sell
17,149
-28
-0.2% -$8.42K 1.9% 24
2020
Q1 		$4.21M Buy
17,177
+2,936
+21% +$805K 1.7% 27
2019
Q4 		$3.89M Sell
14,241
-780
-5% -$203K 1.24% 30
2019
Q3 		$3.68M Sell
15,021
-187
-1% -$46.7K 1.25% 31
2019
Q2 		$3.46M Sell
15,208
-120
-0.8% -$26.2K 1.2% 30
2019
Q1 		$3.23M Buy
+15,328
New +$2.97M 1.16% 29

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Haverford Financial Services's SPGI Position: Q1 2026 in Review

Haverford Financial Services reduced its S&P Global (SPGI) stake by 0.29% in Q1 2026, selling an estimated $20.4K and leaving 15,337 shares worth $6.52M. The position accounts for 1.94% of the portfolio, ranked #22.

Haverford Financial Services first reported a position in SPGI in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.4M in Q3 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Haverford Financial Services held 15,337 shares of S&P Global worth $6.52M as of Q1 2026.
  • Haverford Financial Services sold 44 S&P Global shares in Q1 2026, an estimated $20.4K.
  • S&P Global made up 1.94% of Haverford Financial Services's portfolio in Q1 2026, its #22 holding.
  • Haverford Financial Services first reported a position in S&P Global in Q1 2019 and has held it in 29 quarters since.
  • Haverford Financial Services's S&P Global position peaked at $12.4M in Q3 2024.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.