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SPGI icon

Optimize Financial’s S&P Global SPGI Stock Holding History

Optimize Financial’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 		$447K Buy
1,052
+202
+24% +$93.8K 0.22% 152
2025
Q4 		$444K Buy
850
+12
+1% +$5.94K 0.22% 180
2025
Q3 		$408K Buy
838
+115
+16% +$61.6K 0.21% 205
2025
Q2 		$381K Sell
723
-4
-0.6% -$2K 0.23% 124
2025
Q1 		$369K Buy
727
+73
+11% +$37.3K 0.27% 134
2024
Q4 		$326K Buy
+654
New +$332K 0.24% 126

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

Optimize Financial's SPGI Position: Q1 2026 in Review

Optimize Financial increased its S&P Global (SPGI) stake by 24% in Q1 2026, buying an estimated $93.8K and bringing the position to 1,052 shares worth $447K. The position accounts for 0.22% of the portfolio, ranked #152.

Optimize Financial first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Optimize Financial held 1,052 shares of S&P Global worth $447K as of Q1 2026.
  • Optimize Financial bought 202 S&P Global shares in Q1 2026, an estimated $93.8K.
  • S&P Global made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #152 holding.
  • Optimize Financial first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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