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

LGT 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
2025 Q4	–	Sell	-11	Closed	-$5.35K	–	355
2025 Q3	$5.35K	Hold	11	–	–	0.01%	303
2025 Q2	$5.8K	Buy	+11	New	+$5.49K	0.01%	276

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's SPGI Position: Q4 2025 in Review

LGT Financial Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 11 shares — an estimated $5.35K sold.

LGT Financial Advisors first reported a position in SPGI in Q2 2025 and held it in 2 quarters. The position peaked at $5.8K in Q2 2025. 2,196 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

LGT Financial Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 11 S&P Global shares in Q4 2025, an estimated $5.35K.
LGT Financial Advisors first reported a position in S&P Global in Q2 2025 and held it in 2 quarters.
LGT Financial Advisors's S&P Global position peaked at $5.8K in Q2 2025.
2,196 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.