Retirement Planning Group (Kansas)’s S&P Global SPGI Stock Holding History

Retirement Planning Group (Kansas)’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	$2.42M	Buy	5,941 +176	+3%	+$74.3K	0.06%	134
2026 Q1	$2.45M	Buy	5,765 +17	+0.3%	+$7.89K	0.08%	112
2025 Q4	$3M	Sell	5,748 -3	-0.1%	-$1.48K	0.1%	91
2025 Q3	$2.8M	Buy	5,751 +5	+0.1%	+$2.68K	0.1%	90
2025 Q2	$3.03M	Buy	5,746 +4	+0.1%	+$2K	0.13%	61
2025 Q1	$2.92M	Sell	5,742 -20	-0.3%	-$10.2K	0.14%	63
2024 Q4	$2.87M	Buy	5,762 +22	+0.4%	+$11.2K	0.14%	63
2024 Q3	$2.97M	Buy	+5,740	New	+$2.84M	0.16%	67

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Retirement Planning Group (Kansas)'s SPGI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its S&P Global (SPGI) stake by 3.1% in Q2 2026, buying an estimated $74.3K and bringing the position to 5,941 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #134.

Retirement Planning Group (Kansas) first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.03M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Retirement Planning Group (Kansas) held 5,941 shares of S&P Global worth $2.42M as of Q2 2026.
Retirement Planning Group (Kansas) bought 176 S&P Global shares in Q2 2026, an estimated $74.3K.
S&P Global made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #134 holding.
Retirement Planning Group (Kansas) first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Retirement Planning Group (Kansas)'s S&P Global position peaked at $3.03M in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.