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Transamerica Financial Advisors’s S&P Global SPGI Stock Holding History

Transamerica Financial Advisors’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 		$50.8K Sell
124
-9
-7% -$3.8K ﹤0.01% 697
2026
Q1 		$56.9K Buy
133
+2
+2% +$929 ﹤0.01% 632
2025
Q4 		$68.4K Buy
131
+60
+85% +$29.7K 0.01% 505
2025
Q3 		$34.5K Buy
71
+70
+7,000% +$37.5K ﹤0.01% 525
2025
Q2 		$389 Sell
1
-1
-50% -$499 ﹤0.01% 449
2025
Q1 		$1K Hold
2
– – ﹤0.01% 545
2024
Q4 		$1K Hold
2
– – ﹤0.01% 539
2024
Q3 		$1K Sell
2
-183
-99% -$90.6K ﹤0.01% 542
2024
Q2 		$83K Hold
185
– – 0.01% 249
2024
Q1 		$79K Sell
185
-704
-79% -$305K 0.01% 274
2023
Q4 		$392K Sell
889
-244
-22% -$96.3K 0.05% 191
2023
Q3 		$414K Sell
1,133
-162
-13% -$63.7K 0.06% 175
2023
Q2 		$519K Sell
1,295
-9
-0.7% -$3.29K 0.07% 172
2023
Q1 		$450K Buy
1,304
+124
+11% +$43.6K 0.06% 183
2022
Q4 		$395K Sell
1,180
-63
-5% -$20.8K 0.06% 181
2022
Q3 		$380K Buy
1,243
+466
+60% +$167K 0.06% 177
2022
Q2 		$262K Buy
+777
New +$277K 0.04% 210
2021
Q3 		– Sell
-3
Closed -$1K – 194
2021
Q2 		$1K Hold
3
– – 0.02% 184
2021
Q1 		$1K Hold
3
– – 0.02% 183
2020
Q4 		$1K Sell
3
-2
-40% -$675 0.02% 175
2020
Q3 		$2K Sell
5
-1,902
-100% -$671K 0.04% 123
2020
Q2 		$629K Buy
+1,907
New +$573K 0.14% 89
2019
Q3 		– Sell
-2,353
Closed -$536K – 462
2019
Q2 		$536K Buy
+2,353
New +$514K 0.12% 117
2019
Q1 		– Sell
-2,525
Closed -$430K – 403
2018
Q4 		$430K Sell
2,525
-4,640
-65% -$831K 0.11% 112
2018
Q3 		$1.4M Sell
7,165
-227
-3% -$46.9K 0.3% 80
2018
Q2 		$1.51M Sell
7,392
-37,498
-84% -$7.41M 0.33% 71
2018
Q1 		$8.58M Buy
+44,890
New +$8.29M 1.27% 15

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

Transamerica Financial Advisors's SPGI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its S&P Global (SPGI) stake by 6.8% in Q2 2026, selling an estimated $3.8K and leaving 124 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Transamerica Financial Advisors first reported a position in SPGI in Q1 2018 and has held it in 27 quarters since. The position peaked at $8.58M in Q1 2018. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Transamerica Financial Advisors held 124 shares of S&P Global worth $50.8K as of Q2 2026.
  • Transamerica Financial Advisors sold 9 S&P Global shares in Q2 2026, an estimated $3.8K.
  • S&P Global made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #697 holding.
  • Transamerica Financial Advisors first reported a position in S&P Global in Q1 2018 and has held it in 27 quarters since.
  • Transamerica Financial Advisors's S&P Global position peaked at $8.58M in Q1 2018.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.