MFS
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Mirabella Financial Services’s S&P Global SPGI Stock Holding History

Mirabella Financial Services’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
-495
Closed -$259K – 1157
2025
Q4 		$259K Buy
+495
New +$245K 0.02% 514
2023
Q2 		– Sell
-664
Closed -$229K – 643
2023
Q1 		$229K Buy
+664
New +$234K 0.03% 340
2021
Q1 		– Sell
-22,467
Closed -$7.39M – 402
2020
Q4 		$7.39M Buy
+22,467
New +$7.58M 0.92% 24

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

Mirabella Financial Services's SPGI Position: Q1 2026 in Review

Mirabella Financial Services sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 495 shares — an estimated $259K sold.

Mirabella Financial Services first reported a position in SPGI in Q4 2020 and held it in 3 quarters. The position peaked at $7.39M in Q4 2020. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Mirabella Financial Services reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 495 S&P Global shares in Q1 2026, an estimated $259K.
  • Mirabella Financial Services first reported a position in S&P Global in Q4 2020 and held it in 3 quarters.
  • Mirabella Financial Services's S&P Global position peaked at $7.39M in Q4 2020.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.