KIM
SPGI icon

Kestra Investment Management’s S&P Global SPGI Stock Holding History

Kestra Investment Management’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 		– Sell
-567
Closed -$241K – 555
2026
Q1 		$241K Sell
567
-743
-57% -$345K ﹤0.01% 403
2025
Q4 		$685K Sell
1,310
-203
-13% -$100K 0.02% 239
2025
Q3 		$736K Buy
1,513
+375
+33% +$201K 0.02% 228
2025
Q2 		$600K Sell
1,138
-1,280
-53% -$639K 0.02% 260
2025
Q1 		$1.23M Buy
2,418
+518
+27% +$265K 0.04% 145
2024
Q4 		$947K Sell
1,900
-652
-26% -$331K 0.04% 140
2024
Q3 		$1.32M Buy
+2,552
New +$1.26M 0.06% 101

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

Kestra Investment Management's SPGI Position: Q2 2026 in Review

Kestra Investment Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 567 shares — an estimated $241K sold.

Kestra Investment Management first reported a position in SPGI in Q3 2024 and held it in 7 quarters. The position peaked at $1.32M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Kestra Investment Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 567 S&P Global shares in Q2 2026, an estimated $241K.
  • Kestra Investment Management first reported a position in S&P Global in Q3 2024 and held it in 7 quarters.
  • Kestra Investment Management's S&P Global position peaked at $1.32M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.