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

Montgomery 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
Q2 		$407 Buy
+1
New +$422 ﹤0.01% 320

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montgomery Financial Services's SPGI Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in S&P Global (SPGI) in Q2 2026: 1 share worth $407. The stake represents ﹤0.01% of the portfolio and ranks #320 among its holdings.

1,906 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Montgomery Financial Services held 1 share of S&P Global worth $407 as of Q2 2026.
  • S&P Global was a new Montgomery Financial Services position in Q2 2026.
  • S&P Global made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #320 holding.
  • 1,906 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.