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

Houlihan Financial Resource 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 Q1	$374K	Hold	879	–	–	0.15%	87
2025 Q4	$459K	Buy	+879	New	+$435K	0.17%	79
2025 Q3	–	Sell	-879	Closed	-$464K	–	98
2025 Q2	$464K	Hold	879	–	–	0.19%	75
2025 Q1	$447K	Hold	879	–	–	0.2%	71
2024 Q4	$438K	Hold	879	–	–	0.19%	76
2024 Q3	$454K	Hold	879	–	–	0.19%	78
2024 Q2	$392K	Hold	879	–	–	0.27%	47
2024 Q1	$374K	Hold	879	–	–	0.17%	80
2023 Q4	$387K	Hold	879	–	–	0.19%	73
2023 Q3	$321K	Sell	879 -305	-26%	-$120K	0.17%	78
2023 Q2	$464K	Buy	1,184 +305	+35%	+$111K	0.01%	114
2023 Q1	$303K	Buy	879 +5	+0.6%	+$1.76K	0.17%	77
2022 Q4	$293K	Hold	874	–	–	0.17%	79
2022 Q3	$267K	Buy	+874	New	+$313K	0.16%	73
2020 Q3	$349K	Buy	+1,016	New	+$358K	0.2%	72
2020 Q1	$249K	Buy	+1,016	New	+$279K	0.22%	74

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Houlihan Financial Resource Group's SPGI Position: Q1 2026 in Review

Houlihan Financial Resource Group held its S&P Global (SPGI) position steady in Q1 2026 at 879 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #87.

Houlihan Financial Resource Group first reported a position in SPGI in Q1 2020 and has held it in 16 quarters since. The position peaked at $464K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Houlihan Financial Resource Group held 879 shares of S&P Global worth $374K as of Q1 2026.
Houlihan Financial Resource Group left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.15% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #87 holding.
Houlihan Financial Resource Group first reported a position in S&P Global in Q1 2020 and has held it in 16 quarters since.
Houlihan Financial Resource Group's S&P Global position peaked at $464K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.