Raymond James Financial
SPGI icon

Raymond James Financial’s S&P Global SPGI Stock Holding History

Raymond James 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 		$365M Sell
896,184
-36,951
-4% -$15.6M 0.1% 173
2026
Q1 		$397M Sell
933,135
-52,823
-5% -$24.5M 0.12% 137
2025
Q4 		$515M Sell
985,958
-37,240
-4% -$18.4M 0.16% 107
2025
Q3 		$498M Sell
1,023,198
-9,713
-0.9% -$5.2M 0.16% 105
2025
Q2 		$545M Sell
1,032,911
-8,521
-0.8% -$4.25M 0.19% 96
2025
Q1 		$529M Sell
1,041,432
-17,151
-2% -$8.76M 0.2% 95
2024
Q4 		$527M Buy
+1,058,583
New +$537M 0.19% 91

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Raymond James Financial's SPGI Position: Q2 2026 in Review

Raymond James Financial reduced its S&P Global (SPGI) stake by 4% in Q2 2026, selling an estimated $15.6M and leaving 896,184 shares worth $365M. The position accounts for 0.1% of the portfolio, ranked #173.

Raymond James Financial first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $545M in Q2 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Raymond James Financial held 896,184 shares of S&P Global worth $365M as of Q2 2026.
  • Raymond James Financial sold 36,951 S&P Global shares in Q2 2026, an estimated $15.6M.
  • S&P Global made up 0.1% of Raymond James Financial's portfolio in Q2 2026, its #173 holding.
  • Raymond James Financial first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's S&P Global position peaked at $545M in Q2 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.