Horizon Financial Services
SPGI icon

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
Q3 		$31.2K Sell
79
-11
-12% -$4.66K 0.01% 193
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

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State Street
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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 $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Horizon Financial Services's SPGI Position: Q3 2026 in Review

Horizon Financial Services reduced its S&P Global (SPGI) stake by 12% in Q3 2026, selling an estimated $4.66K and leaving 79 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #193.

Horizon Financial Services first reported a position in SPGI in Q3 2025 and has held it in 5 quarters since. The position peaked at $36.7K in Q2 2026. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Horizon Financial Services held 79 shares of S&P Global worth $31.2K as of Q3 2026.
  • Horizon Financial Services sold 11 S&P Global shares in Q3 2026, an estimated $4.66K.
  • S&P Global made up 0.01% of Horizon Financial Services's portfolio in Q3 2026, its #193 holding.
  • Horizon Financial Services first reported a position in S&P Global in Q3 2025 and has held it in 5 quarters since.
  • Horizon Financial Services's S&P Global position peaked at $36.7K in Q2 2026.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.