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

Sound Financial Strategies 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
Q1 		$309K Sell
727
-501
-41% -$233K 0.21% 68
2025
Q4 		$642K Sell
1,228
-112
-8% -$55.4K 0.45% 65
2025
Q3 		$652K Sell
1,340
-117
-8% -$62.6K 0.48% 76
2025
Q2 		$768K Buy
1,457
+63
+5% +$31.4K 0.65% 48
2025
Q1 		$708K Sell
1,394
-414
-23% -$212K 0.63% 65
2024
Q4 		$900K Buy
1,808
+201
+13% +$102K 0.75% 18
2024
Q3 		$830K Sell
1,607
-102
-6% -$50.5K 0.67% 27
2024
Q2 		$762K Buy
1,709
+1,009
+144% +$433K 0.66% 21
2024
Q1 		$298K Buy
700
+10
+1% +$4.33K 0.25% 56
2023
Q4 		$304K Sell
690
-680
-50% -$268K 0.26% 55
2023
Q3 		$501K Sell
1,370
-146
-10% -$57.4K 0.41% 54
2023
Q2 		$608K Buy
+1,516
New +$554K 0.44% 52
2022
Q2 		– Sell
-3,962
Closed -$1.63M – 67
2022
Q1 		$1.63M Buy
3,962
+2,553
+181% +$1.04M 0.9% 20
2021
Q4 		$665K Sell
1,409
-47
-3% -$21.5K 0.33% 52
2021
Q3 		$619K Sell
1,456
-25
-2% -$10.8K 0.31% 47
2021
Q2 		$608K Sell
1,481
-349
-19% -$134K 0.3% 68
2021
Q1 		$646K Hold
1,830
– – 0.33% 24
2020
Q4 		$602K Buy
1,830
+115
+7% +$38.8K 0.33% 49
2020
Q3 		$618K Sell
1,715
-30
-2% -$10.6K 0.39% 27
2020
Q2 		$575K Sell
1,745
-1
-0.1% -$301 0.37% 26
2020
Q1 		$428K Sell
1,746
-3,868
-69% -$1.06M 0.29% 29
2019
Q4 		$1.53M Buy
+5,614
New +$1.46M 0.97% 30

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

Sound Financial Strategies Group's SPGI Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its S&P Global (SPGI) stake by 41% in Q1 2026, selling an estimated $233K and leaving 727 shares worth $309K. The position accounts for 0.21% of the portfolio, ranked #68.

Sound Financial Strategies Group first reported a position in SPGI in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.63M in Q1 2022. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sound Financial Strategies Group held 727 shares of S&P Global worth $309K as of Q1 2026.
  • Sound Financial Strategies Group sold 501 S&P Global shares in Q1 2026, an estimated $233K.
  • S&P Global made up 0.21% of Sound Financial Strategies Group's portfolio in Q1 2026, its #68 holding.
  • Sound Financial Strategies Group first reported a position in S&P Global in Q4 2019 and has held it in 22 quarters since.
  • Sound Financial Strategies Group's S&P Global position peaked at $1.63M in Q1 2022.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.