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

LifeSteps 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 		$8.55K Buy
+21
New +$8.87K ﹤0.01% 444

Other funds holding SPGI

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

LifeSteps Financial's SPGI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in S&P Global (SPGI) in Q2 2026: 21 shares worth $8.55K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

770 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LifeSteps Financial held 21 shares of S&P Global worth $8.55K as of Q2 2026.
  • S&P Global was a new LifeSteps Financial position in Q2 2026.
  • S&P Global made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #444 holding.
  • 770 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.