IFG
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Independent Financial Group’s Spotify SPOT Stock Holding History

Independent Financial Group’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
751
-905
-55% -$431K 0.01% 1172
2026
Q1 		$803K Sell
1,656
-1,269
-43% -$637K 0.02% 706
2025
Q4 		$1.7M Sell
2,925
-1,554
-35% -$971K 0.04% 437
2025
Q3 		$3.13M Sell
4,479
-2,575
-37% -$1.8M 0.08% 252
2025
Q2 		$5.41M Buy
7,054
+5,158
+272% +$3.31M 0.15% 133
2025
Q1 		$1.04M Buy
1,896
+963
+103% +$538K 0.04% 468
2024
Q4 		$417K Sell
933
-1,100
-54% -$471K 0.01% 765
2024
Q3 		$749K Buy
+2,033
New +$676K 0.03% 527
2024
Q2 		– Sell
-1,095
Closed -$289K – 1145
2024
Q1 		$289K Sell
1,095
-1,767
-62% -$415K 0.01% 801
2023
Q4 		$538K Buy
+2,862
New +$500K 0.03% 529
2021
Q4 		– Sell
-2,985
Closed -$673K – 831
2021
Q3 		$673K Sell
2,985
-270
-8% -$63.6K 0.07% 301
2021
Q2 		$897K Buy
3,255
+175
+6% +$44.4K 0.1% 239
2021
Q1 		$825K Buy
3,080
+439
+17% +$137K 0.11% 214
2020
Q4 		$831K Buy
2,641
+237
+10% +$66.9K 0.12% 191
2020
Q3 		$583K Buy
2,404
+257
+12% +$66.4K 0.11% 207
2020
Q2 		$554K Buy
+2,147
New +$368K 0.12% 205

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Independent Financial Group reduced its Spotify (SPOT) stake by 55% in Q2 2026, selling an estimated $431K and leaving 751 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1172.

Independent Financial Group first reported a position in SPOT in Q2 2020 and has held it in 16 quarters since. The position peaked at $5.41M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Independent Financial Group held 751 shares of Spotify worth $345K as of Q2 2026.
  • Independent Financial Group sold 905 Spotify shares in Q2 2026, an estimated $431K.
  • Spotify made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1172 holding.
  • Independent Financial Group first reported a position in Spotify in Q2 2020 and has held it in 16 quarters since.
  • Independent Financial Group's Spotify position peaked at $5.41M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

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