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Sunrise Financial Services’s S&P Global SPGI Stock Holding History

Sunrise Financial Services’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 		$1.63K Hold
4
– – ﹤0.01% 432
2026
Q1 		$1.7K Hold
4
– – ﹤0.01% 425
2025
Q4 		$2.09K Buy
+4
New +$1.98K ﹤0.01% 354

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

Sunrise Financial Services's SPGI Position: Q2 2026 in Review

Sunrise Financial Services held its S&P Global (SPGI) position steady in Q2 2026 at 4 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Sunrise Financial Services first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sunrise Financial Services held 4 shares of S&P Global worth $1.63K as of Q2 2026.
  • Sunrise Financial Services left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #432 holding.
  • Sunrise Financial Services first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's S&P Global position peaked at $2.09K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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