PCS
SPGI icon

Personal CFO Solutions’s S&P Global SPGI Stock Holding History

Personal CFO Solutions’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 		– Sell
-649
Closed -$276K – 583
2026
Q1 		$276K Sell
649
-456
-41% -$212K 0.04% 408
2025
Q4 		$578K Buy
1,105
+350
+46% +$173K 0.09% 210
2025
Q3 		$368K Buy
755
+38
+5% +$20.3K 0.06% 283
2025
Q2 		$378K Buy
717
+63
+10% +$31.4K 0.07% 270
2025
Q1 		$332K Sell
654
-20
-3% -$10.2K 0.07% 287
2024
Q4 		$336K Buy
674
+20
+3% +$10.1K 0.07% 286
2024
Q3 		$338K Buy
654
+13
+2% +$6.43K 0.05% 371
2024
Q2 		$286K Buy
641
+49
+8% +$21K 0.04% 404
2024
Q1 		$252K Buy
592
+100
+20% +$43.3K 0.04% 445
2023
Q4 		$217K Buy
+492
New +$194K 0.04% 466
2020
Q2 		– Sell
-878
Closed -$215K – 351
2020
Q1 		$215K Buy
+878
New +$241K 0.08% 227

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 $3.37T AUM 44.26% 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

Personal CFO Solutions's SPGI Position: Q2 2026 in Review

Personal CFO Solutions sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 649 shares — an estimated $276K sold.

Personal CFO Solutions first reported a position in SPGI in Q1 2020 and held it in 11 quarters. The position peaked at $578K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Personal CFO Solutions reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 649 S&P Global shares in Q2 2026, an estimated $276K.
  • Personal CFO Solutions first reported a position in S&P Global in Q1 2020 and held it in 11 quarters.
  • Personal CFO Solutions's S&P Global position peaked at $578K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.