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

Kapstone 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
Q1 		– Sell
-416
Closed -$217K – 164
2025
Q4 		$217K Hold
416
– – 0.11% 111
2025
Q3 		$202K Buy
+416
New +$223K 0.1% 112

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kapstone Financial Advisors's SPGI Position: Q1 2026 in Review

Kapstone Financial Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 416 shares — an estimated $217K sold.

Kapstone Financial Advisors first reported a position in SPGI in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Kapstone Financial Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Kapstone Financial Advisors sold 416 S&P Global shares in Q1 2026, an estimated $217K.
  • Kapstone Financial Advisors first reported a position in S&P Global in Q3 2025 and held it in 2 quarters.
  • Kapstone Financial Advisors's S&P Global position peaked at $217K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.