JF
SPGI icon

Joule Financial’s S&P Global SPGI Stock Holding History

Joule Financial’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 		$502K Buy
1,303
+70
+6% +$29.6K 0.14% 64
2026
Q1 		$524K Hold
1,233
– – 0.15% 60
2025
Q4 		$644K Hold
1,233
– – 0.19% 52
2025
Q3 		$600K Hold
1,233
– – 0.18% 55
2025
Q2 		$650K Hold
1,233
– – 0.21% 58
2025
Q1 		$626K Hold
1,233
– – 0.22% 54
2024
Q4 		$614K Buy
1,233
+7
+0.6% +$3.55K 0.22% 51
2024
Q3 		$633K Buy
1,226
+4
+0.3% +$1.98K 0.23% 50
2024
Q2 		$545K Hold
1,222
– – 0.22% 53
2024
Q1 		$520K Buy
1,222
+4
+0.3% +$1.73K 0.21% 51
2023
Q4 		$537K Hold
1,218
– – 0.25% 52
2023
Q3 		$445K Hold
1,218
– – 0.23% 58
2023
Q2 		$488K Hold
1,218
– – 0.25% 53
2023
Q1 		$420K Sell
1,218
-1,600
-57% -$563K 0.23% 51
2022
Q4 		$944K Sell
2,818
-128
-4% -$42.2K 0.63% 27
2022
Q3 		$900K Hold
2,946
– – 0.68% 29
2022
Q2 		$993K Buy
+2,946
New +$1.05M 0.78% 24

Other funds holding SPGI

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Joule Financial's SPGI Position: Q2 2026 in Review

Joule Financial increased its S&P Global (SPGI) stake by 5.7% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,303 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #64.

Joule Financial first reported a position in SPGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $993K in Q2 2022. 548 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Joule Financial held 1,303 shares of S&P Global worth $502K as of Q2 2026.
  • Joule Financial bought 70 S&P Global shares in Q2 2026, an estimated $29.6K.
  • S&P Global made up 0.14% of Joule Financial's portfolio in Q2 2026, its #64 holding.
  • Joule Financial first reported a position in S&P Global in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's S&P Global position peaked at $993K in Q2 2022.
  • 548 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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