Legacy Financial Strategies’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $971K | Sell |
2,384
-4,039
| -63% | -$1.71M | 0.15% | 65 |
|
|
2026
Q1 | $2.73M | Sell |
6,423
-353
| -5% | -$164K | 0.49% | 33 |
|
|
2025
Q4 | $3.54M | Sell |
6,776
-564
| -8% | -$279K | 0.63% | 23 |
|
|
2025
Q3 | $3.57M | Buy |
7,340
+16
| +0.2% | +$8.57K | 0.65% | 28 |
|
|
2025
Q2 | $3.86M | Buy |
7,324
+67
| +0.9% | +$33.4K | 0.76% | 19 |
|
|
2025
Q1 | $3.69M | Sell |
7,257
-57
| -0.8% | -$29.1K | 0.8% | 22 |
|
|
2024
Q4 | $3.62M | Buy |
7,314
+42
| +0.6% | +$21.3K | 0.78% | 23 |
|
|
2024
Q3 | $3.76M | Buy |
7,272
+4
| +0.1% | +$1.98K | 0.83% | 22 |
|
|
2024
Q2 | $3.27M | Buy |
7,268
+662
| +10% | +$284K | 0.79% | 23 |
|
|
2024
Q1 | $2.81M | Sell |
6,606
-23
| -0.3% | -$9.97K | 0.72% | 29 |
|
|
2023
Q4 | $2.92M | Sell |
6,629
-30
| -0.5% | -$11.8K | 0.83% | 21 |
|
|
2023
Q3 | $2.57M | Buy |
6,659
+220
| +3% | +$86.5K | 0.83% | 23 |
|
|
2023
Q2 | $2.58M | Buy |
6,439
+476
| +8% | +$174K | 0.86% | 21 |
|
|
2023
Q1 | $2.06M | Buy |
5,963
+563
| +10% | +$198K | 0.76% | 31 |
|
|
2022
Q4 | $1.81M | Buy |
5,400
+469
| +10% | +$155K | 0.75% | 32 |
|
|
2022
Q3 | $1.51M | Buy |
4,931
+487
| +11% | +$174K | 0.7% | 32 |
|
|
2022
Q2 | $1.5M | Buy |
4,444
+344
| +8% | +$123K | 0.74% | 28 |
|
|
2022
Q1 | $1.68M | Buy |
4,100
+184
| +5% | +$74.9K | 0.72% | 24 |
|
|
2021
Q4 | $1.85M | Buy |
3,916
+79
| +2% | +$36.1K | 0.8% | 20 |
|
|
2021
Q3 | $1.63M | Buy |
3,837
+166
| +5% | +$71.9K | 0.77% | 19 |
|
|
2021
Q2 | $1.51M | Buy |
3,671
+188
| +5% | +$72.3K | 0.72% | 22 |
|
|
2021
Q1 | $1.23M | Buy |
3,483
+290
| +9% | +$96.5K | 0.65% | 32 |
|
|
2020
Q4 | $1.05M | Buy |
3,193
+19
| +0.6% | +$6.41K | 0.54% | 34 |
|
|
2020
Q3 | $1.15M | Sell |
3,174
-240
| -7% | -$84.7K | 0.66% | 25 |
|
|
2020
Q2 | $1.13M | Sell |
3,414
-90
| -3% | -$27.1K | 0.87% | 13 |
|
|
2020
Q1 | $859K | Sell |
3,504
-203
| -5% | -$55.7K | 0.82% | 14 |
|
|
2019
Q4 | $1.01M | Buy |
3,707
+219
| +6% | +$56.9K | 0.82% | 16 |
|
|
2019
Q3 | $867K | Buy |
3,488
+148
| +4% | +$37K | 0.77% | 17 |
|
|
2019
Q2 | $796K | Buy |
3,340
+92
| +3% | +$20.1K | 0.74% | 20 |
|
|
2019
Q1 | $684K | Buy |
3,248
+408
| +14% | +$79K | 0.58% | 26 |
|
|
2018
Q4 | $483K | Buy |
2,840
+40
| +1% | +$7.17K | 0.48% | 33 |
|
|
2018
Q3 | $504K | Buy |
2,800
+539
| +24% | +$111K | 0.51% | 30 |
|
|
2018
Q2 | $461K | Buy |
2,261
+222
| +11% | +$43.9K | 0.41% | 49 |
|
|
2018
Q1 | $390K | Buy |
+2,039
| New | +$376K | 0.38% | 59 |
|
Other funds holding SPGI
Legacy Financial Strategies's SPGI Position: Q2 2026 in Review
Legacy Financial Strategies reduced its S&P Global (SPGI) stake by 63% in Q2 2026, selling an estimated $1.71M and leaving 2,384 shares worth $971K. The position accounts for 0.15% of the portfolio, ranked #65.
Legacy Financial Strategies first reported a position in SPGI in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.86M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Legacy Financial Strategies held 2,384 shares of S&P Global worth $971K as of Q2 2026.
- Legacy Financial Strategies sold 4,039 S&P Global shares in Q2 2026, an estimated $1.71M.
- S&P Global made up 0.15% of Legacy Financial Strategies's portfolio in Q2 2026, its #65 holding.
- Legacy Financial Strategies first reported a position in S&P Global in Q1 2018 and has held it in 34 quarters since.
- Legacy Financial Strategies's S&P Global position peaked at $3.86M in Q2 2025.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.