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Prospera Financial Services’s S&P Global SPGI Stock Holding History

Prospera Financial Services’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 		$3.51M Sell
8,617
-527
-6% -$223K 0.05% 372
2026
Q1 		$3.89M Buy
9,144
+308
+3% +$143K 0.06% 321
2025
Q4 		$4.62M Buy
8,836
+86
+1% +$42.6K 0.08% 257
2025
Q3 		$4.26M Sell
8,750
-96
-1% -$51.4K 0.07% 283
2025
Q2 		$4.66M Buy
8,846
+508
+6% +$254K 0.09% 237
2025
Q1 		$4.24M Buy
8,338
+1,391
+20% +$711K 0.1% 227
2024
Q4 		$3.46M Buy
6,947
+89
+1% +$45.2K 0.08% 260
2024
Q3 		$3.54M Sell
6,858
-160
-2% -$79.2K 0.09% 245
2024
Q2 		$3.13M Sell
7,018
-361
-5% -$155K 0.09% 250
2024
Q1 		$3.14M Buy
7,379
+5,273
+250% +$2.29M 0.09% 243
2023
Q4 		$928K Sell
2,106
-48
-2% -$18.9K 0.03% 491
2023
Q3 		$787K Sell
2,154
-68
-3% -$26.7K 0.03% 482
2023
Q2 		$891K Buy
2,222
+30
+1% +$11K 0.03% 451
2023
Q1 		$756K Sell
2,192
-16
-0.7% -$5.63K 0.03% 498
2022
Q4 		$740K Sell
2,208
-63
-3% -$20.8K 0.04% 435
2022
Q3 		$693K Buy
2,271
+711
+46% +$254K 0.04% 453
2022
Q2 		$526K Sell
1,560
-639
-29% -$228K 0.03% 500
2022
Q1 		$902K Buy
2,199
+167
+8% +$68K 0.04% 452
2021
Q4 		$960K Sell
2,032
-183
-8% -$83.7K 0.04% 425
2021
Q3 		$942K Sell
2,215
-1,435
-39% -$622K 0.05% 392
2021
Q2 		$1.5M Buy
3,650
+272
+8% +$105K 0.08% 300
2021
Q1 		$1.19M Buy
3,378
+1,349
+66% +$449K 0.07% 308
2020
Q4 		$668K Buy
2,029
+1,589
+361% +$536K 0.05% 365
2020
Q3 		$159K Sell
440
-1,553
-78% -$548K 0.06% 289
2020
Q2 		$657K Sell
1,993
-60
-3% -$18K 0.06% 305
2020
Q1 		$503K Buy
2,053
+353
+21% +$96.8K 0.05% 300
2019
Q4 		$464K Buy
1,700
+769
+83% +$200K 0.04% 392
2019
Q3 		$228K Buy
+931
New +$233K 0.02% 490

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Prospera Financial Services's SPGI Position: Q2 2026 in Review

Prospera Financial Services reduced its S&P Global (SPGI) stake by 5.8% in Q2 2026, selling an estimated $223K and leaving 8,617 shares worth $3.51M. The position accounts for 0.05% of the portfolio, ranked #372.

Prospera Financial Services first reported a position in SPGI in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.66M in Q2 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Prospera Financial Services held 8,617 shares of S&P Global worth $3.51M as of Q2 2026.
  • Prospera Financial Services sold 527 S&P Global shares in Q2 2026, an estimated $223K.
  • S&P Global made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #372 holding.
  • Prospera Financial Services first reported a position in S&P Global in Q3 2019 and has held it in 28 quarters since.
  • Prospera Financial Services's S&P Global position peaked at $4.66M in Q2 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.