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Keating Financial Advisory Services’s S&P Global SPGI Stock Holding History

Keating Financial Advisory Services’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 		$65.2K Buy
160
+62
+63% +$26.2K 0.01% 615
2026
Q1 		$41.7K Sell
98
-46
-32% -$21.4K 0.01% 666
2025
Q4 		$75.3K Buy
+144
New +$71.2K 0.01% 573

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

Keating Financial Advisory Services's SPGI Position: Q2 2026 in Review

Keating Financial Advisory Services increased its S&P Global (SPGI) stake by 63% in Q2 2026, buying an estimated $26.2K and bringing the position to 160 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #615.

Keating Financial Advisory Services first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $75.3K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Keating Financial Advisory Services held 160 shares of S&P Global worth $65.2K as of Q2 2026.
  • Keating Financial Advisory Services bought 62 S&P Global shares in Q2 2026, an estimated $26.2K.
  • S&P Global made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #615 holding.
  • Keating Financial Advisory Services first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's S&P Global position peaked at $75.3K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.