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TFC Financial Management’s S&P Global SPGI Stock Holding History

TFC Financial Management’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 		$285K Sell
700
-82
-10% -$34.6K 0.03% 118
2026
Q1 		$333K Hold
782
– – 0.04% 99
2025
Q4 		$409K Buy
782
+180
+30% +$89.1K 0.05% 86
2025
Q3 		$293K Hold
602
– – 0.04% 104
2025
Q2 		$317K Hold
602
– – 0.04% 97
2025
Q1 		$306K Sell
602
-50
-8% -$25.5K 0.05% 92
2024
Q4 		$325K Hold
652
– – 0.05% 91
2024
Q3 		$337K Buy
652
+20
+3% +$9.9K 0.05% 89
2024
Q2 		$282K Hold
632
– – 0.05% 95
2024
Q1 		$269K Buy
632
+2
+0.3% +$867 0.05% 94
2023
Q4 		$278K Sell
630
-1
-0.2% -$395 0.06% 92
2023
Q3 		$231K Buy
631
+16
+3% +$6.29K 0.06% 93
2023
Q2 		$247K Sell
615
-7
-1% -$2.56K 0.06% 90
2023
Q1 		$214K Sell
622
-20
-3% -$7.04K 0.06% 100
2022
Q4 		$215K Sell
642
-262
-29% -$86.4K 0.06% 91
2022
Q3 		$276K Buy
904
+212
+31% +$75.8K 0.09% 71
2022
Q2 		$233K Hold
692
– – 0.07% 87
2022
Q1 		$284K Buy
692
+689
+22,967% +$281K 0.08% 78
2021
Q4 		$1K Hold
3
– – ﹤0.01% 558
2021
Q3 		$1K Hold
3
– – ﹤0.01% 545
2021
Q2 		$1K Hold
3
– – ﹤0.01% 550
2021
Q1 		$1K Hold
3
– – ﹤0.01% 541
2020
Q4 		$1K Hold
3
– – ﹤0.01% 525
2020
Q3 		$1K Buy
+3
New +$1.06K ﹤0.01% 498

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TFC Financial Management's SPGI Position: Q2 2026 in Review

TFC Financial Management reduced its S&P Global (SPGI) stake by 10% in Q2 2026, selling an estimated $34.6K and leaving 700 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #118.

TFC Financial Management first reported a position in SPGI in Q3 2020 and has held it in 24 quarters since. The position peaked at $409K in Q4 2025. 932 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • TFC Financial Management held 700 shares of S&P Global worth $285K as of Q2 2026.
  • TFC Financial Management sold 82 S&P Global shares in Q2 2026, an estimated $34.6K.
  • S&P Global made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #118 holding.
  • TFC Financial Management first reported a position in S&P Global in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's S&P Global position peaked at $409K in Q4 2025.
  • 932 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.