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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Resurgent Financial Advisors's SPGI Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in S&P Global (SPGI) in Q1 2026: 3,835 shares worth $1.63M. The stake represents 0.59% of the portfolio and ranks #38 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in SPGI as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in SPGI in Q4 2022 and has held it in 6 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Resurgent Financial Advisors held 3,835 shares of S&P Global worth $1.63M as of Q1 2026.
  • S&P Global was a new Resurgent Financial Advisors position in Q1 2026.
  • S&P Global made up 0.59% of Resurgent Financial Advisors's portfolio in Q1 2026, its #38 holding.
  • Resurgent Financial Advisors first reported a position in S&P Global in Q4 2022 and has held it in 6 quarters since.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.