Key Financial Inc’s S&P Global SPGI Stock Holding History

Key Financial Inc’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	$207K	Sell	487 -2	-0.4%	-$929	0.04%	291
2025 Q4	$256K	Hold	489	–	–	0.05%	254
2025 Q3	$236K	Buy	489 +2	+0.4%	+$1.07K	0.04%	264
2025 Q2	$257K	Hold	487	–	–	0.05%	243
2025 Q1	$247K	Hold	487	–	–	0.05%	230
2024 Q4	$243K	Sell	487 -90	-16%	-$45.7K	0.06%	228
2024 Q3	$298K	Buy	577 +6	+1%	+$2.97K	0.07%	206
2024 Q2	$255K	Buy	571 +180	+46%	+$77.2K	0.06%	211
2024 Q1	$166K	Sell	391 -115	-23%	-$49.8K	0.04%	249
2023 Q4	$223K	Hold	506	–	–	0.06%	208
2023 Q3	$185K	Hold	506	–	–	0.06%	214
2023 Q2	$203K	Buy	506 +24	+5%	+$8.77K	0.07%	206
2023 Q1	$166K	Buy	482 +28	+6%	+$9.85K	0.06%	221
2022 Q4	$139K	Hold	454	–	–	0.07%	208
2022 Q3	$139K	Hold	454	–	–	0.07%	210
2022 Q2	$156K	Hold	454	–	–	0.08%	181
2022 Q1	$186K	Buy	454 +158	+53%	+$64.4K	0.09%	172
2021 Q4	$140K	Hold	296	–	–	0.07%	186
2021 Q3	$126K	Hold	296	–	–	0.07%	194
2021 Q2	$127K	Buy	296 +57	+24%	+$21.9K	0.07%	195
2021 Q1	$84K	Hold	239	–	–	0.06%	211
2020 Q4	$79K	Buy	+239	New	+$80.6K	0.06%	205
2020 Q2	–	Sell	-34	Closed	-$8K	–	543
2020 Q1	$8K	Buy	+34	New	+$9.33K	0.01%	440

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Key Financial Inc's SPGI Position: Q1 2026 in Review

Key Financial Inc reduced its S&P Global (SPGI) stake by 0.41% in Q1 2026, selling an estimated $929 and leaving 487 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #291.

Key Financial Inc first reported a position in SPGI in Q1 2020 and has held it in 23 quarters since. The position peaked at $298K in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Key Financial Inc held 487 shares of S&P Global worth $207K as of Q1 2026.
Key Financial Inc sold 2 S&P Global shares in Q1 2026, an estimated $929.
S&P Global made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #291 holding.
Key Financial Inc first reported a position in S&P Global in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's S&P Global position peaked at $298K in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.