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

Prosperity 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
2025 Q4	–	Sell	-1,409	Closed	-$686K	–	207
2025 Q3	$686K	Buy	1,409 +93	+7%	+$49.8K	0.25%	96
2025 Q2	$694K	Buy	1,316 +3	+0.2%	+$1.5K	0.29%	86
2025 Q1	$667K	Buy	1,313 +24	+2%	+$12.3K	0.33%	76
2024 Q4	$642K	Buy	1,289 +241	+23%	+$122K	0.32%	78
2024 Q3	$541K	Buy	1,048 +9	+0.9%	+$4.45K	0.3%	82
2024 Q2	$463K	Buy	1,039 +70	+7%	+$30K	0.29%	80
2024 Q1	$412K	Buy	969 +102	+12%	+$44.2K	0.25%	91
2023 Q4	$382K	Buy	867 +30	+4%	+$11.8K	0.27%	84
2023 Q3	$306K	Buy	837 +54	+7%	+$21.2K	0.25%	79
2023 Q2	$314K	Buy	783 +45	+6%	+$16.4K	0.28%	84
2023 Q1	$254K	Buy	738 +15	+2%	+$5.28K	0.26%	78
2022 Q4	$242K	Buy	+723	New	+$238K	0.26%	76

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prosperity Financial Group's SPGI Position: Q4 2025 in Review

Prosperity Financial Group sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 1,409 shares — an estimated $686K sold.

Prosperity Financial Group first reported a position in SPGI in Q4 2022 and held it in 12 quarters. The position peaked at $694K in Q2 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Prosperity Financial Group reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Prosperity Financial Group sold 1,409 S&P Global shares in Q4 2025, an estimated $686K.
Prosperity Financial Group first reported a position in S&P Global in Q4 2022 and held it in 12 quarters.
Prosperity Financial Group's S&P Global position peaked at $694K in Q2 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Prosperity Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.