S Harris Financial Group’s S&P Global SPGI Stock Holding History

S Harris Financial Group’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	-851	Closed	-$362K	–	127
2026 Q1	$362K	Buy	851 +202	+31%	+$93.8K	0.33%	56
2025 Q4	$339K	Buy	+649	New	+$321K	0.32%	51

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

S Harris Financial Group's SPGI Position: Q2 2026 in Review

S Harris Financial Group sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 851 shares — an estimated $362K sold.

S Harris Financial Group first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $362K in Q1 2026. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

S Harris Financial Group reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
S Harris Financial Group sold 851 S&P Global shares in Q2 2026, an estimated $362K.
S Harris Financial Group first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
S Harris Financial Group's S&P Global position peaked at $362K in Q1 2026.
2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.