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

Horizon 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
Q2 		$36.7K Buy
90
+39
+76% +$16.5K 0.01% 185
2026
Q1 		$21.7K Buy
51
+43
+538% +$20K 0.01% 168
2025
Q4 		$4.18K Sell
8
-6
-43% -$2.97K ﹤0.01% 267
2025
Q3 		$6.81K Buy
+14
New +$7.5K ﹤0.01% 236

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Horizon Financial Services's SPGI Position: Q2 2026 in Review

Horizon Financial Services increased its S&P Global (SPGI) stake by 76% in Q2 2026, buying an estimated $16.5K and bringing the position to 90 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #185.

Horizon Financial Services first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Horizon Financial Services held 90 shares of S&P Global worth $36.7K as of Q2 2026.
  • Horizon Financial Services bought 39 S&P Global shares in Q2 2026, an estimated $16.5K.
  • S&P Global made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #185 holding.
  • Horizon Financial Services first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.