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Sowell Financial Services’s S&P Global SPGI Stock Holding History

Sowell Financial Services’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 		$340K Buy
836
+19
+2% +$8.02K 0.01% 814
2026
Q1 		$348K Sell
817
-31
-4% -$14.4K 0.01% 783
2025
Q4 		$443K Buy
848
+33
+4% +$16.3K 0.02% 689
2025
Q3 		$397K Sell
815
-152
-16% -$81.4K 0.02% 712
2025
Q2 		$510K Buy
967
+42
+5% +$21K 0.02% 607
2025
Q1 		$470K Buy
+925
New +$473K 0.02% 604
2021
Q2 		– Sell
-868
Closed -$338K – 2399
2021
Q1 		$338K Buy
868
+251
+41% +$83.5K 0.01% 792
2020
Q4 		$203K Sell
617
-238
-28% -$80.3K 0.01% 836
2020
Q3 		$308K Buy
855
+6
+0.7% +$2.12K 0.02% 608
2020
Q2 		$280K Sell
849
-1,636
-66% -$492K 0.02% 622
2020
Q1 		$609K Sell
2,485
-120
-5% -$32.9K 0.05% 345
2019
Q4 		$711K Buy
2,605
+141
+6% +$36.6K 0.05% 347
2019
Q3 		$604K Buy
+2,464
New +$616K 0.05% 359
2018
Q4 		– Sell
-2,004
Closed -$392K – 529
2018
Q3 		$392K Buy
2,004
+68
+4% +$14K 0.06% 237
2018
Q2 		$388K Sell
1,936
-40
-2% -$7.9K 0.08% 200
2018
Q1 		$371K Buy
1,976
+120
+6% +$22.1K 0.09% 188
2017
Q4 		$332K Buy
+1,856
New +$303K 0.08% 198

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Sowell Financial Services's SPGI Position: Q2 2026 in Review

Sowell Financial Services increased its S&P Global (SPGI) stake by 2.3% in Q2 2026, buying an estimated $8.02K and bringing the position to 836 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #814.

Sowell Financial Services first reported a position in SPGI in Q4 2017 and has held it in 17 quarters since. The position peaked at $711K in Q4 2019. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sowell Financial Services held 836 shares of S&P Global worth $340K as of Q2 2026.
  • Sowell Financial Services bought 19 S&P Global shares in Q2 2026, an estimated $8.02K.
  • S&P Global made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #814 holding.
  • Sowell Financial Services first reported a position in S&P Global in Q4 2017 and has held it in 17 quarters since.
  • Sowell Financial Services's S&P Global position peaked at $711K in Q4 2019.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.