JWA
SPGI icon

JFS Wealth Advisors’s S&P Global SPGI Stock Holding History

JFS Wealth Advisors’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 		$74.5K Sell
183
-70
-28% -$29.6K ﹤0.01% 476
2026
Q1 		$108K Buy
253
+56
+28% +$26K 0.01% 402
2025
Q4 		$103K Buy
197
+53
+37% +$26.2K 0.01% 405
2025
Q3 		$70.1K Hold
144
– – ﹤0.01% 454
2025
Q2 		$75.9K Sell
144
-9
-6% -$4.49K ﹤0.01% 410
2025
Q1 		$77.7K Sell
153
-10
-6% -$5.11K 0.01% 398
2024
Q4 		$81.2K Sell
163
-32
-16% -$16.2K 0.01% 387
2024
Q3 		$101K Buy
195
+1
+0.5% +$495 0.01% 365
2024
Q2 		$86.5K Sell
194
-57
-23% -$24.5K 0.01% 330
2024
Q1 		$107K Buy
251
+48
+24% +$20.8K 0.01% 309
2023
Q4 		$89.4K Buy
203
+37
+22% +$14.6K 0.01% 324
2023
Q3 		$60.7K Buy
166
+64
+63% +$25.2K 0.01% 349
2023
Q2 		$40.9K Hold
102
– – ﹤0.01% 400
2023
Q1 		$35.2K Buy
102
+2
+2% +$704 ﹤0.01% 421
2022
Q4 		$33.5K Sell
100
-18
-15% -$5.93K ﹤0.01% 428
2022
Q3 		$36K Sell
118
-16
-12% -$5.72K ﹤0.01% 447
2022
Q2 		$45K Sell
134
-20
-13% -$7.13K ﹤0.01% 413
2022
Q1 		$63K Buy
154
+8
+5% +$3.26K 0.01% 373
2021
Q4 		$69K Hold
146
– – 0.01% 370
2021
Q3 		$62K Buy
+146
New +$63.3K 0.01% 384

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

JFS Wealth Advisors's SPGI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its S&P Global (SPGI) stake by 28% in Q2 2026, selling an estimated $29.6K and leaving 183 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

JFS Wealth Advisors first reported a position in SPGI in Q3 2021 and has held it in 20 quarters since. The position peaked at $108K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • JFS Wealth Advisors held 183 shares of S&P Global worth $74.5K as of Q2 2026.
  • JFS Wealth Advisors sold 70 S&P Global shares in Q2 2026, an estimated $29.6K.
  • S&P Global made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #476 holding.
  • JFS Wealth Advisors first reported a position in S&P Global in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's S&P Global position peaked at $108K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.