OFO
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OneAscent Family Office’s S&P Global SPGI Stock Holding History

OneAscent Family Office’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 		$229K Buy
563
+4
+0.7% +$1.69K 0.12% 216
2026
Q1 		$238K Sell
559
-11
-2% -$5.11K 0.17% 151
2025
Q4 		$298K Buy
+570
New +$282K 0.2% 115
2025
Q3 		– Sell
-405
Closed -$214K – 166
2025
Q2 		$214K Sell
405
-20
-5% -$9.98K 0.2% 129
2025
Q1 		$216K Buy
+425
New +$217K 0.2% 111

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 $3.38T AUM 44.17% 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

OneAscent Family Office's SPGI Position: Q2 2026 in Review

OneAscent Family Office increased its S&P Global (SPGI) stake by 0.72% in Q2 2026, buying an estimated $1.69K and bringing the position to 563 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #216.

OneAscent Family Office first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $298K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • OneAscent Family Office held 563 shares of S&P Global worth $229K as of Q2 2026.
  • OneAscent Family Office bought 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up 0.12% of OneAscent Family Office's portfolio in Q2 2026, its #216 holding.
  • OneAscent Family Office first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Family Office's S&P Global position peaked at $298K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.