NFG
SPGI icon

Nations Financial Group’s S&P Global SPGI Stock Holding History

Nations Financial Group’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 		$1.16M Sell
2,852
-35
-1% -$14.8K 0.06% 343
2026
Q1 		$1.23M Sell
2,887
-80
-3% -$37.1K 0.06% 319
2025
Q4 		$1.55M Buy
2,967
+8
+0.3% +$3.96K 0.08% 247
2025
Q3 		$1.44M Buy
2,959
+20
+0.7% +$10.7K 0.09% 242
2025
Q2 		$1.55M Sell
2,939
-82
-3% -$40.9K 0.11% 218
2025
Q1 		$1.53M Sell
3,021
-901
-23% -$460K 0.12% 201
2024
Q4 		$1.95M Buy
3,922
+62
+2% +$31.5K 0.14% 178
2024
Q3 		$1.99M Buy
3,860
+458
+13% +$227K 0.14% 171
2024
Q2 		$1.52M Buy
3,402
+271
+9% +$116K 0.12% 184
2024
Q1 		$1.33M Buy
3,131
+2,270
+264% +$984K 0.11% 207
2023
Q4 		$379K Buy
+861
New +$340K 0.04% 464
2022
Q4 		– Sell
-3,652
Closed -$1.11M – 623
2022
Q3 		$1.11M Buy
3,652
+39
+1% +$14K 0.16% 157
2022
Q2 		$1.22M Buy
3,613
+87
+2% +$31K 0.16% 153
2022
Q1 		$1.45M Sell
3,526
-81
-2% -$33K 0.17% 142
2021
Q4 		$1.7M Buy
3,607
+172
+5% +$78.7K 0.22% 113
2021
Q3 		$1.46M Buy
3,435
+798
+30% +$346K 0.22% 114
2021
Q2 		$1.08M Buy
2,637
+49
+2% +$18.8K 0.18% 152
2021
Q1 		$913K Buy
2,588
+59
+2% +$19.6K 0.21% 134
2020
Q4 		$831K Buy
2,529
+87
+4% +$29.3K 0.22% 132
2020
Q3 		$881K Buy
+2,442
New +$862K 0.27% 106

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Nations Financial Group's SPGI Position: Q2 2026 in Review

Nations Financial Group reduced its S&P Global (SPGI) stake by 1.2% in Q2 2026, selling an estimated $14.8K and leaving 2,852 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #343.

Nations Financial Group first reported a position in SPGI in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.99M in Q3 2024. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Nations Financial Group held 2,852 shares of S&P Global worth $1.16M as of Q2 2026.
  • Nations Financial Group sold 35 S&P Global shares in Q2 2026, an estimated $14.8K.
  • S&P Global made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #343 holding.
  • Nations Financial Group first reported a position in S&P Global in Q3 2020 and has held it in 20 quarters since.
  • Nations Financial Group's S&P Global position peaked at $1.99M in Q3 2024.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.