MFGM
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Marshall Financial Group (Maryland)’s S&P Global SPGI Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.03M Buy
2,540
+39
+2% +$16.5K 0.15% 128
2026
Q1 		$1.06M Buy
2,501
+4
+0.2% +$1.86K 0.17% 110
2025
Q4 		$1.3M Hold
2,497
– – 0.25% 85
2025
Q3 		$1.22M Sell
2,497
-25
-1% -$13.4K 0.24% 102
2025
Q2 		$1.34M Sell
2,522
-9
-0.4% -$4.49K 0.26% 81
2025
Q1 		$1.29M Sell
2,531
-42
-2% -$21.5K 0.28% 78
2024
Q4 		$1.28M Buy
2,573
+10
+0.4% +$5.07K 0.31% 78
2024
Q3 		$1.32M Sell
2,563
-8
-0.3% -$3.96K 0.32% 74
2024
Q2 		$1.15M Sell
2,571
-40
-2% -$17.2K 0.32% 79
2024
Q1 		$1.11M Sell
2,611
-15
-0.6% -$6.5K 0.32% 81
2023
Q4 		$1.16M Sell
2,626
-11
-0.4% -$4.34K 0.37% 66
2023
Q3 		$964K Buy
2,637
+26
+1% +$10.2K 0.35% 69
2023
Q2 		$1.05M Sell
2,611
-170
-6% -$62.1K 0.36% 66
2023
Q1 		$959K Sell
2,781
-92
-3% -$32.4K 0.34% 73
2022
Q4 		$962K Sell
2,873
-364
-11% -$120K 0.37% 96
2022
Q3 		$988K Sell
3,237
-61
-2% -$21.8K 0.42% 68
2022
Q2 		$1.11M Sell
3,298
-2,574
-44% -$918K 0.44% 63
2022
Q1 		$2.41M Buy
5,872
+191
+3% +$77.8K 0.99% 12
2021
Q4 		$2.68M Buy
5,681
+98
+2% +$44.8K 0.99% 13
2021
Q3 		$2.37M Buy
5,583
+177
+3% +$76.7K 1.23% 8
2021
Q2 		$2.22M Sell
5,406
-407
-7% -$156K 1.2% 9
2021
Q1 		$2.05M Buy
5,813
+141
+2% +$46.9K 1.23% 11
2020
Q4 		$1.86M Buy
+5,672
New +$1.91M 1.22% 10

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall Financial Group (Maryland)'s SPGI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its S&P Global (SPGI) stake by 1.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,540 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #128.

Marshall Financial Group (Maryland) first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.68M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,540 shares of S&P Global worth $1.03M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 39 S&P Global shares in Q2 2026, an estimated $16.5K.
  • S&P Global made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #128 holding.
  • Marshall Financial Group (Maryland) first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s S&P Global position peaked at $2.68M in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.