Root Financial Partners
SPGI icon

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
Q3 		$154K Buy
+390
New +$165K 0.01% 550
2026
Q2 		– Sell
-238
Closed -$101K – 2774
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's SPGI Position: Q3 2026 in Review

Root Financial Partners opened a new position in S&P Global (SPGI) in Q3 2026: 390 shares worth $154K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPGI as recently as Q1 2026.

Root Financial Partners first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $201K in Q4 2025. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Root Financial Partners held 390 shares of S&P Global worth $154K as of Q3 2026.
  • S&P Global was a new Root Financial Partners position in Q3 2026.
  • S&P Global made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #550 holding.
  • Root Financial Partners first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's S&P Global position peaked at $201K in Q4 2025.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.