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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Sun Financial's SPGI Position: Q1 2026 in Review

Sun Financial increased its S&P Global (SPGI) stake by 3.6% in Q1 2026, buying an estimated $37.6K and bringing the position to 2,326 shares worth $939K. The position accounts for 0.47% of the portfolio, ranked #66.

Sun Financial first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2025. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sun Financial held 2,326 shares of S&P Global worth $939K as of Q1 2026.
  • Sun Financial bought 81 S&P Global shares in Q1 2026, an estimated $37.6K.
  • S&P Global made up 0.47% of Sun Financial's portfolio in Q1 2026, its #66 holding.
  • Sun Financial first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's S&P Global position peaked at $1.17M in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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