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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Raymond James Financial's SPGI Position: Q1 2026 in Review

Raymond James Financial reduced its S&P Global (SPGI) stake by 5.4% in Q1 2026, selling an estimated $24.5M and leaving 933,135 shares worth $397M. The position accounts for 0.12% of the portfolio, ranked #137.

Raymond James Financial first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $545M in Q2 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Raymond James Financial held 933,135 shares of S&P Global worth $397M as of Q1 2026.
  • Raymond James Financial sold 52,823 S&P Global shares in Q1 2026, an estimated $24.5M.
  • S&P Global made up 0.12% of Raymond James Financial's portfolio in Q1 2026, its #137 holding.
  • Raymond James Financial first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's S&P Global position peaked at $545M in Q2 2025.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.