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JNBA Financial Advisors’s S&P Global SPGI Stock Holding History

JNBA Financial 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 		– Sell
-15
Closed -$6.38K – 889
2026
Q1 		$6.38K Buy
+15
New +$6.96K ﹤0.01% 560
2025
Q4 		– Sell
-123
Closed -$59.9K – 808
2025
Q3 		$59.9K Buy
+123
New +$65.9K 0.01% 285
2025
Q1 		– Sell
-12
Closed -$5.98K – 680
2024
Q4 		$5.98K Hold
12
– – ﹤0.01% 522
2024
Q3 		$6.2K Hold
12
– – ﹤0.01% 530
2024
Q2 		$5.35K Hold
12
– – ﹤0.01% 519
2024
Q1 		$5.11K Hold
12
– – ﹤0.01% 532
2023
Q4 		$5.29K Hold
12
– – ﹤0.01% 534
2023
Q3 		$4.38K Hold
12
– – ﹤0.01% 560
2023
Q2 		$4.81K Hold
12
– – ﹤0.01% 540
2023
Q1 		$4.14K Buy
+12
New +$4.22K ﹤0.01% 567
2021
Q4 		– Sell
-85
Closed -$36K – 877
2021
Q3 		$36K Buy
+85
New +$36.8K ﹤0.01% 335
2016
Q4 		– Sell
-773
Closed -$98K – 1214
2016
Q3 		$98K Buy
+773
New +$92.8K 0.01% 364

Other funds holding SPGI

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JNBA Financial Advisors's SPGI Position: Q2 2026 in Review

JNBA Financial Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 15 shares — an estimated $6.38K sold.

JNBA Financial Advisors first reported a position in SPGI in Q3 2016 and held it in 12 quarters. The position peaked at $98K in Q3 2016. 638 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • JNBA Financial Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 15 S&P Global shares in Q2 2026, an estimated $6.38K.
  • JNBA Financial Advisors first reported a position in S&P Global in Q3 2016 and held it in 12 quarters.
  • JNBA Financial Advisors's S&P Global position peaked at $98K in Q3 2016.
  • 638 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.