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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
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 $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

Summit Financial's SPGI Position: Q1 2026 in Review

Summit Financial increased its S&P Global (SPGI) stake by 36% in Q1 2026, buying an estimated $1.9M and bringing the position to 15,419 shares worth $6.56M. The position accounts for 0.08% of the portfolio, ranked #253.

Summit Financial first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Summit Financial held 15,419 shares of S&P Global worth $6.56M as of Q1 2026.
  • Summit Financial bought 4,086 S&P Global shares in Q1 2026, an estimated $1.9M.
  • S&P Global made up 0.08% of Summit Financial's portfolio in Q1 2026, its #253 holding.
  • Summit Financial first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.