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

Symphony 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 		$293K Sell
717
-586
-45% -$247K 0.03% 265
2026
Q1 		$552K Buy
1,303
+756
+138% +$351K 0.07% 156
2025
Q4 		$288K Sell
547
-333
-38% -$165K 0.04% 233
2025
Q3 		$427K Sell
880
-2,407
-73% -$1.29M 0.05% 177
2025
Q2 		$468K Buy
+3,287
New +$1.64M 0.06% 159
2025
Q1 		– Sell
-627
Closed -$319K – 196
2024
Q4 		$319K Sell
627
-78
-11% -$39.6K 0.05% 170
2024
Q3 		$361K Buy
705
+22
+3% +$10.9K 0.06% 166
2024
Q2 		$306K Sell
683
-100
-13% -$42.9K 0.06% 171
2024
Q1 		$333K Sell
783
-144
-16% -$62.4K 0.08% 145
2023
Q4 		$404K Sell
927
-86
-8% -$33.9K 0.09% 141
2023
Q3 		$370K Sell
1,013
-93
-8% -$36.6K 0.09% 115
2023
Q2 		$438K Sell
1,106
-167
-13% -$61K 0.11% 126
2023
Q1 		$435K Sell
1,273
-1,025
-45% -$361K 0.11% 151
2022
Q4 		$791K Sell
2,298
-2,635
-53% -$869K 0.21% 94
2022
Q3 		$1.53M Sell
4,933
-1,469
-23% -$526K 0.5% 50
2022
Q2 		$2.15M Sell
6,402
-383
-6% -$137K 0.63% 35
2022
Q1 		$2.8M Buy
6,785
+6,134
+942% +$2.5M 0.66% 30
2021
Q4 		$300K Sell
651
-129
-17% -$59K 0.08% 151
2021
Q3 		$333K Sell
780
-18
-2% -$7.8K 0.12% 126
2021
Q2 		$327K Sell
798
-6,327
-89% -$2.43M 0.11% 132
2021
Q1 		$2.61M Buy
7,125
+337
+5% +$112K 0.69% 29
2020
Q4 		$2.26M Buy
6,788
+331
+5% +$112K 0.81% 31
2020
Q3 		$2.33M Sell
6,457
-273
-4% -$96.3K 0.95% 28
2020
Q2 		$2.22M Buy
6,730
+3,276
+95% +$985K 1.07% 23
2020
Q1 		$853K Buy
+3,454
New +$947K 0.59% 34

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 $3.38T AUM 44.17% 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

Symphony Financial's SPGI Position: Q2 2026 in Review

Symphony Financial reduced its S&P Global (SPGI) stake by 45% in Q2 2026, selling an estimated $247K and leaving 717 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #265.

Symphony Financial first reported a position in SPGI in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.8M in Q1 2022. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Symphony Financial held 717 shares of S&P Global worth $293K as of Q2 2026.
  • Symphony Financial sold 586 S&P Global shares in Q2 2026, an estimated $247K.
  • S&P Global made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #265 holding.
  • Symphony Financial first reported a position in S&P Global in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's S&P Global position peaked at $2.8M in Q1 2022.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.