MFP
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Meramec Financial Planners’s S&P Global SPGI Stock Holding History

Meramec Financial Planners’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 		$224K Hold
510
– – 0.08% 117
2026
Q1 		$226K Sell
510
-3
-0.6% -$1.39K 0.09% 113
2025
Q4 		$225K Buy
+513
New +$254K 0.09% 117

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

Meramec Financial Planners's SPGI Position: Q2 2026 in Review

Meramec Financial Planners held its S&P Global (SPGI) position steady in Q2 2026 at 510 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #117.

Meramec Financial Planners first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Meramec Financial Planners held 510 shares of S&P Global worth $224K as of Q2 2026.
  • Meramec Financial Planners left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.08% of Meramec Financial Planners's portfolio in Q2 2026, its #117 holding.
  • Meramec Financial Planners first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's S&P Global position peaked at $226K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.