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Larry Mathis Financial Planning’s S&P Global SPGI Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-630
Closed -$329K – 169
2025
Q4 		$329K Buy
+630
New +$312K 0.29% 102

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Larry Mathis Financial Planning's SPGI Position: Q1 2026 in Review

Larry Mathis Financial Planning sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 630 shares — an estimated $329K sold.

Larry Mathis Financial Planning first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $329K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Larry Mathis Financial Planning reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 630 S&P Global shares in Q1 2026, an estimated $329K.
  • Larry Mathis Financial Planning first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
  • Larry Mathis Financial Planning's S&P Global position peaked at $329K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.