LFASL
SPGI icon

Lugano Financial Advisors SA (LFA)’s S&P Global SPGI Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q1 		– Sell
-17
Closed -$8.88K – 234
2025
Q4 		$8.88K Hold
17
– – ﹤0.01% 223
2025
Q3 		$8.27K Hold
17
– – ﹤0.01% 219
2025
Q2 		$8.96K Buy
+17
New +$8.48K 0.01% 217
2024
Q1 		– Sell
-75
Closed -$33K – 183
2023
Q4 		$33K Buy
75
+50
+200% +$19.7K 0.03% 121
2023
Q3 		$9.13K Buy
+25
New +$9.83K 0.01% 154
2020
Q2 		– Sell
-4,630
Closed -$1.36M – 132
2020
Q1 		$1.36M Sell
4,630
-129
-3% -$35.4K 1.22% 16
2019
Q4 		$1.3M Buy
+4,759
New +$1.24M 0.95% 18

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SPGI Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 17 shares — an estimated $8.88K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SPGI in Q4 2019 and held it in 7 quarters. The position peaked at $1.36M in Q1 2020. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 17 S&P Global shares in Q1 2026, an estimated $8.88K.
  • Lugano Financial Advisors SA (LFA) first reported a position in S&P Global in Q4 2019 and held it in 7 quarters.
  • Lugano Financial Advisors SA (LFA)'s S&P Global position peaked at $1.36M in Q1 2020.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.