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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
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

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's SPGI Position: Q2 2026 in Review

Root Financial Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 238 shares — an estimated $101K sold.

Root Financial Partners first reported a position in SPGI in Q3 2025 and held it in 3 quarters. The position peaked at $201K in Q4 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Root Financial Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 238 S&P Global shares in Q2 2026, an estimated $101K.
  • Root Financial Partners first reported a position in S&P Global in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's S&P Global position peaked at $201K in Q4 2025.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.