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Legacy Financial Advisors’s S&P Global SPGI Stock Holding History

Legacy Financial Advisors’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 		$805K Buy
1,892
+520
+38% +$241K 0.11% 162
2025
Q4 		$717K Buy
1,372
+33
+2% +$16.3K 0.1% 173
2025
Q3 		$652K Sell
1,339
-36
-3% -$19.3K 0.09% 196
2025
Q2 		$725K Buy
1,375
+42
+3% +$21K 0.11% 159
2025
Q1 		$677K Buy
1,333
+19
+1% +$9.71K 0.11% 155
2024
Q4 		$655K Buy
1,314
+79
+6% +$40.1K 0.11% 161
2024
Q3 		$638K Buy
1,235
+42
+4% +$20.8K 0.11% 161
2024
Q2 		$532K Buy
1,193
+60
+5% +$25.7K 0.09% 172
2024
Q1 		$482K Buy
1,133
+21
+2% +$9.1K 0.09% 179
2023
Q4 		$490K Buy
1,112
+6
+0.5% +$2.37K 0.09% 172
2023
Q3 		$404K Buy
1,106
+50
+5% +$19.7K 0.08% 166
2023
Q2 		$423K Buy
1,056
+4
+0.4% +$1.46K 0.08% 161
2023
Q1 		$363K Buy
1,052
+104
+11% +$36.6K 0.07% 164
2022
Q4 		$318K Buy
948
+205
+28% +$67.6K 0.07% 171
2022
Q3 		$227K Buy
743
+58
+8% +$20.8K 0.05% 196
2022
Q2 		$231K Buy
685
+56
+9% +$20K 0.06% 190
2022
Q1 		$258K Buy
629
+52
+9% +$21.2K 0.06% 191
2021
Q4 		$272K Buy
577
+29
+5% +$13.3K 0.06% 157
2021
Q3 		$233K Buy
548
+31
+6% +$13.4K 0.06% 157
2021
Q2 		$212K Buy
+517
New +$199K 0.05% 162
2019
Q2 		– Sell
-364
Closed -$77K – 782
2019
Q1 		$77K Buy
364
+161
+79% +$31.2K 0.03% 204
2018
Q4 		$34K Buy
203
+124
+157% +$22.2K 0.01% 311
2018
Q3 		$15K Hold
79
– – 0.01% 430
2018
Q2 		$17K Buy
79
+35
+80% +$6.91K 0.01% 410
2018
Q1 		$8K Buy
44
+14
+47% +$2.58K ﹤0.01% 547
2017
Q4 		$5K Buy
+30
New +$4.9K ﹤0.01% 640

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

Legacy Financial Advisors's SPGI Position: Q1 2026 in Review

Legacy Financial Advisors increased its S&P Global (SPGI) stake by 38% in Q1 2026, buying an estimated $241K and bringing the position to 1,892 shares worth $805K. The position accounts for 0.11% of the portfolio, ranked #162.

Legacy Financial Advisors first reported a position in SPGI in Q4 2017 and has held it in 26 quarters since. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Legacy Financial Advisors held 1,892 shares of S&P Global worth $805K as of Q1 2026.
  • Legacy Financial Advisors bought 520 S&P Global shares in Q1 2026, an estimated $241K.
  • S&P Global made up 0.11% of Legacy Financial Advisors's portfolio in Q1 2026, its #162 holding.
  • Legacy Financial Advisors first reported a position in S&P Global in Q4 2017 and has held it in 26 quarters since.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.