Richardson Financial Services’s S&P Global SPGI Stock Holding History

Richardson Financial Services’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	$13.2K	Hold	31	–	–	0.01%	457
2025 Q4	$16.5K	Sell	31 -90	-74%	-$44.5K	0.01%	426
2025 Q3	$58.9K	Sell	121 -854	-88%	-$457K	0.04%	266
2025 Q2	$516K	Buy	975 +30	+3%	+$15K	0.35%	83
2025 Q1	$480K	Sell	945 -24	-2%	-$12.3K	0.37%	84
2024 Q4	$482K	Buy	969 +19	+2%	+$9.64K	0.34%	80
2024 Q3	$424K	Buy	950 +3	+0.3%	+$1.49K	0.27%	94
2024 Q2	$422K	Sell	947 -97	-9%	-$41.6K	0.3%	89
2024 Q1	$444K	Buy	1,044 +88	+9%	+$38.1K	0.31%	90
2023 Q4	$421K	Buy	+956	New	+$377K	0.37%	79

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Richardson Financial Services's SPGI Position: Q1 2026 in Review

Richardson Financial Services held its S&P Global (SPGI) position steady in Q1 2026 at 31 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #457.

Richardson Financial Services first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $516K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Richardson Financial Services held 31 shares of S&P Global worth $13.2K as of Q1 2026.
Richardson Financial Services left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #457 holding.
Richardson Financial Services first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's S&P Global position peaked at $516K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.