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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
Q2 		$623K Sell
1,530
-362
-19% -$153K 0.08% 205
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 $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

Legacy Financial Advisors's SPGI Position: Q2 2026 in Review

Legacy Financial Advisors reduced its S&P Global (SPGI) stake by 19% in Q2 2026, selling an estimated $153K and leaving 1,530 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #205.

Legacy Financial Advisors first reported a position in SPGI in Q4 2017 and has held it in 27 quarters since. The position peaked at $805K in Q1 2026. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Legacy Financial Advisors held 1,530 shares of S&P Global worth $623K as of Q2 2026.
  • Legacy Financial Advisors sold 362 S&P Global shares in Q2 2026, an estimated $153K.
  • S&P Global made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #205 holding.
  • Legacy Financial Advisors first reported a position in S&P Global in Q4 2017 and has held it in 27 quarters since.
  • Legacy Financial Advisors's S&P Global position peaked at $805K in Q1 2026.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.