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Stonebridge Financial Group (Missouri)’s S&P Global SPGI Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$214K Sell
525
-53
-9% -$22.4K 0.14% 160
2026
Q1 		$246K Buy
578
+2
+0.3% +$929 0.21% 127
2025
Q4 		$301K Buy
+576
New +$285K 0.26% 101

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 $3.38T AUM 44.17% 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

Stonebridge Financial Group (Missouri)'s SPGI Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its S&P Global (SPGI) stake by 9.2% in Q2 2026, selling an estimated $22.4K and leaving 525 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #160.

Stonebridge Financial Group (Missouri) first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 525 shares of S&P Global worth $214K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 53 S&P Global shares in Q2 2026, an estimated $22.4K.
  • S&P Global made up 0.14% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #160 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s S&P Global position peaked at $301K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.