SF
SPGI icon

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
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 $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

Symphony Financial's SPGI Position: Q1 2026 in Review

Symphony Financial increased its S&P Global (SPGI) stake by 138% in Q1 2026, buying an estimated $351K and bringing the position to 1,303 shares worth $552K. The position accounts for 0.07% of the portfolio, ranked #156.

Symphony Financial first reported a position in SPGI in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.8M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Symphony Financial held 1,303 shares of S&P Global worth $552K as of Q1 2026.
  • Symphony Financial bought 756 S&P Global shares in Q1 2026, an estimated $351K.
  • S&P Global made up 0.07% of Symphony Financial's portfolio in Q1 2026, its #156 holding.
  • Symphony Financial first reported a position in S&P Global in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's S&P Global position peaked at $2.8M in Q1 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.