TFC Financial Management
SPGI icon

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
Q3 		$276K Hold
700
– – 0.03% 114
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TFC Financial Management's SPGI Position: Q3 2026 in Review

TFC Financial Management held its S&P Global (SPGI) position steady in Q3 2026 at 700 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #114.

TFC Financial Management first reported a position in SPGI in Q3 2020 and has held it in 25 quarters since. The position peaked at $409K in Q4 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • TFC Financial Management held 700 shares of S&P Global worth $276K as of Q3 2026.
  • TFC Financial Management left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up 0.03% of TFC Financial Management's portfolio in Q3 2026, its #114 holding.
  • TFC Financial Management first reported a position in S&P Global in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's S&P Global position peaked at $409K in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.