UFF
SPGI icon

USA FINANCIAL FORMULAS’s S&P Global SPGI Stock Holding History

USA FINANCIAL FORMULAS’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 		$11K Buy
+27
New +$11.4K ﹤0.01% 355

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

USA FINANCIAL FORMULAS's SPGI Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in S&P Global (SPGI) in Q2 2026: 27 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

977 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • USA FINANCIAL FORMULAS held 27 shares of S&P Global worth $11K as of Q2 2026.
  • S&P Global was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • S&P Global made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #355 holding.
  • 977 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.