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

Keynote Financial 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
Q1 		$221K Hold
520
– – 0.12% 154
2025
Q4 		$272K Sell
520
-50
-9% -$24.7K 0.15% 138
2025
Q3 		$277K Hold
570
– – 0.17% 127
2025
Q2 		$301K Sell
570
-70
-11% -$34.9K 0.2% 120
2025
Q1 		$325K Hold
640
– – 0.23% 111
2024
Q4 		$319K Hold
640
– – 0.24% 107
2024
Q3 		$331K Sell
640
-130
-17% -$64.3K 0.25% 103
2024
Q2 		$343K Hold
770
– – 0.29% 95
2024
Q1 		$328K Buy
+770
New +$334K 0.27% 99

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

Keynote Financial Services's SPGI Position: Q1 2026 in Review

Keynote Financial Services held its S&P Global (SPGI) position steady in Q1 2026 at 520 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #154.

Keynote Financial Services first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $343K in Q2 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Keynote Financial Services held 520 shares of S&P Global worth $221K as of Q1 2026.
  • Keynote Financial Services left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up 0.12% of Keynote Financial Services's portfolio in Q1 2026, its #154 holding.
  • Keynote Financial Services first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
  • Keynote Financial Services's S&P Global position peaked at $343K in Q2 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.