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Larson Financial Group’s S&P Global SPGI Stock Holding History

Larson Financial Group’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 		$641K Buy
1,574
+161
+11% +$68K 0.02% 489
2026
Q1 		$601K Buy
1,413
+35
+3% +$16.2K 0.02% 425
2025
Q4 		$720K Buy
1,378
+244
+22% +$121K 0.02% 379
2025
Q3 		$552K Sell
1,134
-21
-2% -$11.2K 0.02% 440
2025
Q2 		$609K Buy
1,155
+485
+72% +$242K 0.02% 383
2025
Q1 		$341K Buy
670
+442
+194% +$226K 0.02% 487
2024
Q4 		$114K Buy
228
+11
+5% +$5.58K 0.01% 704
2024
Q3 		$112K Buy
217
+179
+471% +$88.6K 0.01% 701
2024
Q2 		$17K Sell
38
-7
-16% -$3K ﹤0.01% 1107
2024
Q1 		$18.9K Sell
45
-19
-30% -$8.23K ﹤0.01% 899
2023
Q4 		$28.4K Buy
64
+8
+14% +$3.16K ﹤0.01% 767
2023
Q3 		$20.6K Buy
56
+10
+22% +$3.93K ﹤0.01% 807
2023
Q2 		$18.6K Hold
46
– – ﹤0.01% 758
2023
Q1 		$16K Hold
46
– – ﹤0.01% 803
2022
Q4 		$15.5K Buy
46
+7
+18% +$2.31K ﹤0.01% 754
2022
Q3 		$12K Buy
39
+26
+200% +$9.3K ﹤0.01% 751
2022
Q2 		$4K Buy
+13
New +$4.63K ﹤0.01% 919
2022
Q1 		– Sell
-4
Closed -$2K – 1153
2021
Q4 		$2K Buy
+4
New +$1.83K ﹤0.01% 970

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

Larson Financial Group's SPGI Position: Q2 2026 in Review

Larson Financial Group increased its S&P Global (SPGI) stake by 11% in Q2 2026, buying an estimated $68K and bringing the position to 1,574 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #489.

Larson Financial Group first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $720K in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Larson Financial Group held 1,574 shares of S&P Global worth $641K as of Q2 2026.
  • Larson Financial Group bought 161 S&P Global shares in Q2 2026, an estimated $68K.
  • S&P Global made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #489 holding.
  • Larson Financial Group first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
  • Larson Financial Group's S&P Global position peaked at $720K in Q4 2025.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.