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

Independent 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 		$287K Sell
705
-112
-14% -$47.3K 0.01% 1269
2026
Q1 		$348K Buy
817
+78
+11% +$36.2K 0.01% 1096
2025
Q4 		$386K Buy
739
+125
+20% +$61.8K 0.01% 1028
2025
Q3 		$299K Sell
614
-36
-6% -$19.3K 0.01% 1094
2025
Q2 		$343K Buy
650
+50
+8% +$25K 0.01% 959
2025
Q1 		$305K Buy
600
+11
+2% +$5.62K 0.01% 930
2024
Q4 		$293K Sell
589
-186
-24% -$94.4K 0.01% 909
2024
Q3 		$400K Buy
775
+231
+42% +$114K 0.01% 748
2024
Q2 		$243K Buy
+544
New +$233K 0.01% 942

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

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

Independent Financial Group reduced its S&P Global (SPGI) stake by 14% in Q2 2026, selling an estimated $47.3K and leaving 705 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1269.

Independent Financial Group first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $400K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Independent Financial Group held 705 shares of S&P Global worth $287K as of Q2 2026.
  • Independent Financial Group sold 112 S&P Global shares in Q2 2026, an estimated $47.3K.
  • S&P Global made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1269 holding.
  • Independent Financial Group first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • Independent Financial Group's S&P Global position peaked at $400K in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.