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LifePlan Financial’s S&P Global SPGI Stock Holding History

LifePlan Financial’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 		$1.58M Buy
3,891
+608
+19% +$257K 1.11% 29
2026
Q1 		$1.4M Buy
3,283
+1,183
+56% +$549K 1.03% 31
2025
Q4 		$1.1M Buy
2,100
+23
+1% +$11.4K 0.84% 37
2025
Q3 		$1.01M Buy
2,077
+1,013
+95% +$542K 0.8% 40
2025
Q2 		$561K Buy
+1,064
New +$531K 0.46% 60

Other funds holding SPGI

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LifePlan Financial's SPGI Position: Q2 2026 in Review

LifePlan Financial increased its S&P Global (SPGI) stake by 19% in Q2 2026, buying an estimated $257K and bringing the position to 3,891 shares worth $1.58M. The position accounts for 1.11% of the portfolio, ranked #29.

LifePlan Financial first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. 1,076 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LifePlan Financial held 3,891 shares of S&P Global worth $1.58M as of Q2 2026.
  • LifePlan Financial bought 608 S&P Global shares in Q2 2026, an estimated $257K.
  • S&P Global made up 1.11% of LifePlan Financial's portfolio in Q2 2026, its #29 holding.
  • LifePlan Financial first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • 1,076 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.