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

Resurgent Financial Advisors’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 		$1.9M Buy
4,656
+821
+21% +$347K 0.53% 38
2026
Q1 		$1.63M Buy
+3,835
New +$1.78M 0.59% 38
2024
Q1 		– Sell
-317
Closed -$140K – 438
2023
Q4 		$140K Buy
317
+53
+20% +$20.9K 0.09% 208
2023
Q3 		$96.5K Sell
264
-90
-25% -$35.4K 0.07% 227
2023
Q2 		$142K Hold
354
– – 0.09% 188
2023
Q1 		$122K Sell
354
-275
-44% -$96.8K 0.08% 203
2022
Q4 		$211K Buy
+629
New +$207K 0.11% 193

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 $3.37T AUM 44.26% 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

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

Resurgent Financial Advisors increased its S&P Global (SPGI) stake by 21% in Q2 2026, buying an estimated $347K and bringing the position to 4,656 shares worth $1.9M. The position accounts for 0.53% of the portfolio, ranked #38.

Resurgent Financial Advisors first reported a position in SPGI in Q4 2022 and has held it in 7 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Resurgent Financial Advisors held 4,656 shares of S&P Global worth $1.9M as of Q2 2026.
  • Resurgent Financial Advisors bought 821 S&P Global shares in Q2 2026, an estimated $347K.
  • S&P Global made up 0.53% of Resurgent Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Resurgent Financial Advisors first reported a position in S&P Global in Q4 2022 and has held it in 7 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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