Pure Financial Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$341K Buy
837
+152
+22% +$64.2K ﹤0.01% 464
2026
Q1
$292K Buy
685
+44
+7% +$20.4K ﹤0.01% 463
2025
Q4
$335K Buy
641
+197
+44% +$97.5K 0.01% 397
2025
Q3
$216K Buy
444
+5
+1% +$2.68K ﹤0.01% 466
2025
Q2
$231K Buy
+439
New +$219K ﹤0.01% 433

Other funds holding SPGI

Pure Financial Advisors's SPGI Position: Q2 2026 in Review

Pure Financial Advisors increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $64.2K and bringing the position to 837 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Pure Financial Advisors first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Pure Financial Advisors held 837 shares of S&P Global worth $341K as of Q2 2026.
  • Pure Financial Advisors bought 152 S&P Global shares in Q2 2026, an estimated $64.2K.
  • S&P Global made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #464 holding.
  • Pure Financial Advisors first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.