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Johnson Financial Group Inc (Wisconsin)’s S&P Global SPGI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$456K Sell
1,119
-68
-6% -$28.7K 0.02% 241
2026
Q1 		$505K Buy
1,187
+73
+7% +$33.9K 0.02% 225
2025
Q4 		$582K Sell
1,114
-678
-38% -$335K 0.02% 217
2025
Q3 		$872K Buy
1,792
+875
+95% +$469K 0.03% 189
2025
Q2 		$484K Sell
917
-175
-16% -$87.3K 0.02% 219
2025
Q1 		$555K Buy
1,092
+223
+26% +$114K 0.03% 207
2024
Q4 		$453K Sell
869
-401
-32% -$203K 0.02% 220
2024
Q3 		$656K Sell
1,270
-482
-28% -$239K 0.03% 200
2024
Q2 		$781K Buy
1,752
+714
+69% +$306K 0.04% 162
2024
Q1 		$442K Sell
1,038
-491
-32% -$213K 0.02% 206
2023
Q4 		$674K Buy
1,529
+738
+93% +$291K 0.04% 153
2023
Q3 		$289K Sell
791
-2
-0.3% -$786 0.02% 215
2023
Q2 		$318K Buy
793
+17
+2% +$6.21K 0.02% 225
2023
Q1 		$268K Buy
776
+29
+4% +$10.2K 0.02% 243
2022
Q4 		$250K Buy
747
+110
+17% +$36.3K 0.02% 223
2022
Q3 		$205K Buy
637
+46
+8% +$16.5K 0.02% 236
2022
Q2 		$199K Buy
591
+49
+9% +$17.5K 0.01% 247
2022
Q1 		$222K Buy
542
+1
+0.2% +$407 0.02% 258
2021
Q4 		$255K Buy
541
+395
+271% +$181K 0.02% 253
2021
Q3 		$62K Buy
146
+80
+121% +$34.7K ﹤0.01% 375
2021
Q2 		$27K Buy
66
+16
+32% +$6.15K ﹤0.01% 483
2021
Q1 		$18K Sell
50
-473
-90% -$157K ﹤0.01% 511
2020
Q4 		$172K Buy
523
+444
+562% +$150K 0.01% 217
2020
Q3 		$28K Buy
+79
New +$27.9K ﹤0.01% 317

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

Johnson Financial Group Inc (Wisconsin)'s SPGI Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its S&P Global (SPGI) stake by 5.7% in Q2 2026, selling an estimated $28.7K and leaving 1,119 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #241.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPGI in Q3 2020 and has held it in 24 quarters since. The position peaked at $872K in Q3 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,119 shares of S&P Global worth $456K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 68 S&P Global shares in Q2 2026, an estimated $28.7K.
  • S&P Global made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #241 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in S&P Global in Q3 2020 and has held it in 24 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s S&P Global position peaked at $872K in Q3 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.