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Stage Harbor Financial’s S&P Global SPGI Stock Holding History

Stage Harbor Financial’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
2025
Q2 		– Sell
-407
Closed -$207K – 61
2025
Q1 		$207K Hold
407
– – 0.18% 58
2024
Q4 		$203K Hold
407
– – 0.18% 57
2024
Q3 		$212K Buy
+407
New +$201K 0.19% 46

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stage Harbor Financial's SPGI Position: Q2 2025 in Review

Stage Harbor Financial sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 407 shares — an estimated $207K sold.

Stage Harbor Financial first reported a position in SPGI in Q3 2024 and held it in 3 quarters. The position peaked at $212K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Stage Harbor Financial reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Stage Harbor Financial sold 407 S&P Global shares in Q2 2025, an estimated $207K.
  • Stage Harbor Financial first reported a position in S&P Global in Q3 2024 and held it in 3 quarters.
  • Stage Harbor Financial's S&P Global position peaked at $212K in Q3 2024.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Stage Harbor Financial's 13F filing for Q2 2025, filed 14 Aug 2025.