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Root Financial Partners’s S&P Global SPGI Stock Holding History

Root Financial Partners’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 		$101K Sell
238
-146
-38% -$67.8K ﹤0.01% 556
2025
Q4 		$201K Sell
384
-13
-3% -$6.43K 0.01% 301
2025
Q3 		$193K Buy
+397
New +$213K 0.01% 287

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

Root Financial Partners's SPGI Position: Q1 2026 in Review

Root Financial Partners reduced its S&P Global (SPGI) stake by 38% in Q1 2026, selling an estimated $67.8K and leaving 238 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Root Financial Partners first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. The position peaked at $201K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Root Financial Partners held 238 shares of S&P Global worth $101K as of Q1 2026.
  • Root Financial Partners sold 146 S&P Global shares in Q1 2026, an estimated $67.8K.
  • S&P Global made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #556 holding.
  • Root Financial Partners first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's S&P Global position peaked at $201K in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.