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

Sun 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	–	Sell	-2,326	Closed	-$939K	–	174
2026 Q1	$939K	Buy	2,326 +81	+4%	+$37.6K	0.47%	66
2025 Q4	$1.17M	Buy	+2,245	New	+$1.11M	0.65%	52

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sun Financial's SPGI Position: Q2 2026 in Review

Sun Financial sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 2,326 shares — an estimated $939K sold.

Sun Financial first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $1.17M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Sun Financial reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 2,326 S&P Global shares in Q2 2026, an estimated $939K.
Sun Financial first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
Sun Financial's S&P Global position peaked at $1.17M in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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