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

Phoenix 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 Q2	$620K	Sell	1,524 -180	-11%	-$76K	﹤0.01%	318
2026 Q1	$713K	Buy	+1,704	New	+$791K	0.01%	262
2025 Q3	–	Sell	-2,588	Closed	-$1.35M	–	494
2025 Q2	$1.35M	Buy	+2,588	New	+$1.29M	0.02%	207
2022 Q4	–	Sell	-1,521	Closed	-$477K	–	340
2022 Q3	$477K	Sell	1,521 -536	-26%	-$192K	0.01%	249
2022 Q2	$682K	Sell	2,057 -1,316	-39%	-$469K	0.01%	262
2022 Q1	$1.42M	Sell	3,373 -1,550	-31%	-$631K	0.02%	227
2021 Q4	$2.33M	Buy	4,923 +365	+8%	+$167K	0.04%	186
2021 Q3	$1.94M	Buy	+4,558	New	+$1.98M	0.03%	213
2021 Q2	–	Sell	-5,591	Closed	-$1.97M	–	403
2021 Q1	$1.97M	Sell	5,591 -11,545	-67%	-$3.84M	0.04%	231
2020 Q4	$5.55M	Buy	17,136 +8,629	+101%	+$2.91M	0.15%	133
2020 Q3	$2.86M	Sell	8,507 -520	-6%	-$183K	0.12%	126
2020 Q2	$2.74M	Buy	9,027 +952	+12%	+$286K	0.12%	130
2020 Q1	$1.92M	Buy	+8,075	New	+$2.21M	0.1%	155

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phoenix Financial's SPGI Position: Q2 2026 in Review

Phoenix Financial reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $76K and leaving 1,524 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Phoenix Financial first reported a position in SPGI in Q1 2020 and has held it in 13 quarters since. The position peaked at $5.55M in Q4 2020. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Phoenix Financial held 1,524 shares of S&P Global worth $620K as of Q2 2026.
Phoenix Financial sold 180 S&P Global shares in Q2 2026, an estimated $76K.
S&P Global made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #318 holding.
Phoenix Financial first reported a position in S&P Global in Q1 2020 and has held it in 13 quarters since.
Phoenix Financial's S&P Global position peaked at $5.55M in Q4 2020.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.