Krilogy Financial’s S&P Global SPGI Stock Holding History

Krilogy Financial’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	$2.53M	Sell	5,793 -1,019	-15%	-$473K	0.08%	193
2025 Q4	$3.65M	Buy	6,812 +1,262	+23%	+$624K	0.12%	138
2025 Q3	$2.76M	Buy	+5,550	New	+$2.97M	0.1%	159
2023 Q2	–	Sell	-3,856	Closed	-$1.33M	–	362
2023 Q1	$1.33M	Buy	3,856 +2,306	+149%	+$812K	0.11%	151
2022 Q4	$519K	Sell	1,550 -1,977	-56%	-$652K	0.05%	248
2022 Q3	$1.08M	Buy	3,527 +23	+0.7%	+$8.23K	0.13%	111
2022 Q2	$1.18M	Buy	3,504 +2,046	+140%	+$729K	0.14%	99
2022 Q1	$598K	Buy	+1,458	New	+$594K	0.06%	186
2020 Q2	–	Sell	-2,582	Closed	-$633K	–	235
2020 Q1	$633K	Buy	+2,582	New	+$708K	0.12%	97
2018 Q4	–	Sell	-50	Closed	-$10K	–	586
2018 Q3	$10K	Buy	+50	New	+$10.3K	﹤0.01%	532
2018 Q2	–	Sell	-50	Closed	-$10K	–	551
2018 Q1	$10K	Hold	50	–	–	﹤0.01%	529
2017 Q4	$8K	Hold	50	–	–	﹤0.01%	543
2017 Q3	$8K	Hold	50	–	–	﹤0.01%	604
2017 Q2	$7K	Hold	50	–	–	﹤0.01%	566
2017 Q1	$5K	Hold	50	–	–	﹤0.01%	579
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	579
2016 Q3	$6K	Buy	+50	New	+$6K	﹤0.01%	584

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

Krilogy Financial's SPGI Position: Q1 2026 in Review

Krilogy Financial reduced its S&P Global (SPGI) stake by 15% in Q1 2026, selling an estimated $473K and leaving 5,793 shares worth $2.53M. The position accounts for 0.08% of the portfolio, ranked #193.

Krilogy Financial first reported a position in SPGI in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.65M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Krilogy Financial held 5,793 shares of S&P Global worth $2.53M as of Q1 2026.
Krilogy Financial sold 1,019 S&P Global shares in Q1 2026, an estimated $473K.
S&P Global made up 0.08% of Krilogy Financial's portfolio in Q1 2026, its #193 holding.
Krilogy Financial first reported a position in S&P Global in Q3 2016 and has held it in 17 quarters since.
Krilogy Financial's S&P Global position peaked at $3.65M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.