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Summit Financial’s S&P Global SPGI Stock Holding History

Summit 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
2026
Q2 		$6.55M Buy
16,087
+668
+4% +$282K 0.07% 276
2026
Q1 		$6.56M Buy
15,419
+4,086
+36% +$1.9M 0.08% 253
2025
Q4 		$5.92M Sell
11,333
-388
-3% -$192K 0.09% 230
2025
Q3 		$5.7M Sell
11,721
-222
-2% -$119K 0.09% 227
2025
Q2 		$6.3M Buy
11,943
+619
+5% +$309K 0.14% 129
2025
Q1 		$5.75M Sell
11,324
-119
-1% -$60.8K 0.16% 127
2024
Q4 		$5.7M Sell
11,443
-158
-1% -$80.2K 0.2% 98
2024
Q3 		$5.99M Buy
11,601
+178
+2% +$88.1K 0.23% 77
2024
Q2 		$5.09M Buy
11,423
+8,260
+261% +$3.54M 0.23% 69
2024
Q1 		$1.35M Sell
3,163
-99
-3% -$42.9K 0.08% 149
2023
Q4 		$1.44M Buy
3,262
+29
+0.9% +$11.4K 0.09% 134
2023
Q3 		$1.18M Sell
3,233
-103
-3% -$40.5K 0.09% 142
2023
Q2 		$1.34M Buy
3,336
+1,464
+78% +$535K 0.1% 122
2023
Q1 		$646K Buy
1,872
+11
+0.6% +$3.87K 0.06% 155
2022
Q4 		$623K Buy
1,861
+385
+26% +$127K 0.06% 151
2022
Q3 		$451K Buy
1,476
+449
+44% +$161K 0.04% 179
2022
Q2 		$346K Sell
1,027
-283
-22% -$101K 0.03% 185
2022
Q1 		$537K Buy
1,310
+409
+45% +$167K 0.04% 169
2021
Q4 		$425K Buy
901
+151
+20% +$69.1K 0.03% 180
2021
Q3 		$319K Buy
+750
New +$325K 0.03% 183

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

Summit Financial's SPGI Position: Q2 2026 in Review

Summit Financial increased its S&P Global (SPGI) stake by 4.3% in Q2 2026, buying an estimated $282K and bringing the position to 16,087 shares worth $6.55M. The position accounts for 0.07% of the portfolio, ranked #276.

Summit Financial first reported a position in SPGI in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.56M in Q1 2026. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Summit Financial held 16,087 shares of S&P Global worth $6.55M as of Q2 2026.
  • Summit Financial bought 668 S&P Global shares in Q2 2026, an estimated $282K.
  • S&P Global made up 0.07% of Summit Financial's portfolio in Q2 2026, its #276 holding.
  • Summit Financial first reported a position in S&P Global in Q3 2021 and has held it in 20 quarters since.
  • Summit Financial's S&P Global position peaked at $6.56M in Q1 2026.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.