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

New Century 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
2025 Q2	–	Sell	-787	Closed	-$400K	–	150
2025 Q1	$400K	Sell	787 -3	-0.4%	-$1.53K	0.46%	70
2024 Q4	$395K	Sell	790 -170	-18%	-$86.3K	0.17%	164
2024 Q3	$495K	Buy	960 +172	+22%	+$85.1K	0.18%	154
2024 Q2	$351K	Buy	788 +165	+26%	+$70.8K	0.15%	178
2024 Q1	$265K	Sell	623 -79	-11%	-$34.2K	0.18%	140
2023 Q4	$309K	Buy	+702	New	+$277K	0.27%	109

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

New Century Financial Group's SPGI Position: Q2 2025 in Review

New Century Financial Group sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 787 shares — an estimated $400K sold.

New Century Financial Group first reported a position in SPGI in Q4 2023 and held it in 6 quarters. The position peaked at $495K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

New Century Financial Group reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
New Century Financial Group sold 787 S&P Global shares in Q2 2025, an estimated $400K.
New Century Financial Group first reported a position in S&P Global in Q4 2023 and held it in 6 quarters.
New Century Financial Group's S&P Global position peaked at $495K in Q3 2024.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.