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

Park Square 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
Q1 		– Sell
-41
Closed -$20.4K – 314
2025
Q4 		$20.4K Buy
41
+12
+41% +$5.94K 0.12% 89
2025
Q3 		$14.1K Sell
29
-36
-55% -$19.3K 0.06% 131
2025
Q2 		$34.3K Buy
65
+2
+3% +$998 0.02% 361
2025
Q1 		$32K Sell
63
-115
-65% -$58.8K 0.03% 341
2024
Q4 		$88.7K Buy
+178
New +$90.3K 0.06% 197

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

Park Square Financial Group's SPGI Position: Q1 2026 in Review

Park Square Financial Group sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 41 shares — an estimated $20.4K sold.

Park Square Financial Group first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $88.7K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Park Square Financial Group reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 41 S&P Global shares in Q1 2026, an estimated $20.4K.
  • Park Square Financial Group first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's S&P Global position peaked at $88.7K in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.