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

PlanVest 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	$10.2K	Hold	25	–	–	0.01%	398
2026 Q1	$10.6K	Buy	+25	New	+$11.6K	0.01%	368

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

PlanVest Financial's SPGI Position: Q2 2026 in Review

PlanVest Financial held its S&P Global (SPGI) position steady in Q2 2026 at 25 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #398.

PlanVest Financial first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.6K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

PlanVest Financial held 25 shares of S&P Global worth $10.2K as of Q2 2026.
PlanVest Financial left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #398 holding.
PlanVest Financial first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's S&P Global position peaked at $10.6K in Q1 2026.
1,971 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.