Jones Financial Companies
SPGI icon

Jones Financial Companies’s S&P Global SPGI Stock Holding History

Jones Financial Companies’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 		$117M Buy
285,845
+45,748
+19% +$19.3M 0.05% 216
2026
Q1 		$97.9M Buy
240,097
+168,533
+235% +$78.2M 0.05% 206
2025
Q4 		$37.4M Buy
71,564
+4,755
+7% +$2.35M 0.02% 221
2025
Q3 		$32.5M Buy
66,809
+10,044
+18% +$5.38M 0.02% 218
2025
Q2 		$29.5M Buy
56,765
+15,310
+37% +$7.64M 0.02% 203
2025
Q1 		$20.9M Buy
41,455
+10,578
+34% +$5.4M 0.02% 208
2024
Q4 		$15.4M Buy
30,877
+7,322
+31% +$3.72M 0.01% 202
2024
Q3 		$12.1M Buy
23,555
+7,436
+46% +$3.68M 0.01% 186
2024
Q2 		$7.19M Buy
16,119
+7,549
+88% +$3.24M 0.01% 178
2024
Q1 		$3.65M Buy
8,570
+4,089
+91% +$1.77M 0.01% 161
2023
Q4 		$1.97M Buy
4,481
+4,276
+2,086% +$1.69M ﹤0.01% 170
2023
Q3 		$74.9K Buy
205
+44
+27% +$17.3K ﹤0.01% 331
2023
Q2 		$64.5K Buy
161
+7
+5% +$2.56K ﹤0.01% 345
2023
Q1 		$53.1K Buy
154
+81
+111% +$28.5K ﹤0.01% 350
2022
Q4 		$24K Buy
73
+3
+4% +$989 ﹤0.01% 407
2022
Q3 		$21K Sell
70
-174
-71% -$62.3K ﹤0.01% 379
2022
Q2 		$82K Sell
244
-9
-4% -$3.21K ﹤0.01% 307
2022
Q1 		$104K Sell
253
-96
-28% -$39.1K ﹤0.01% 300
2021
Q4 		$165K Buy
349
+6
+2% +$2.75K ﹤0.01% 273
2021
Q3 		$146K Buy
343
+156
+83% +$67.6K ﹤0.01% 243
2021
Q2 		$77K Sell
187
-171
-48% -$65.7K ﹤0.01% 281
2021
Q1 		$126K Buy
358
+66
+23% +$22K ﹤0.01% 258
2020
Q4 		$96K Buy
+292
New +$98.5K ﹤0.01% 252

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

Jones Financial Companies's SPGI Position: Q2 2026 in Review

Jones Financial Companies increased its S&P Global (SPGI) stake by 19% in Q2 2026, buying an estimated $19.3M and bringing the position to 285,845 shares worth $117M. The position accounts for 0.05% of the portfolio, ranked #216.

Jones Financial Companies first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Jones Financial Companies held 285,845 shares of S&P Global worth $117M as of Q2 2026.
  • Jones Financial Companies bought 45,748 S&P Global shares in Q2 2026, an estimated $19.3M.
  • S&P Global made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #216 holding.
  • Jones Financial Companies first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.