VFG
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Victory Financial Group’s S&P Global SPGI Stock Holding History

Victory Financial Group’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 		– Sell
-971
Closed -$413K – 421
2026
Q1 		$413K Sell
971
-47
-5% -$21.8K 0.05% 215
2025
Q4 		$532K Buy
1,018
+432
+74% +$214K 0.07% 177
2025
Q3 		$285K Buy
586
+37
+7% +$19.8K 0.04% 196
2025
Q2 		$289K Buy
549
+71
+15% +$35.4K 0.05% 171
2025
Q1 		$243K Buy
+478
New +$244K 0.05% 148

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 $3.38T AUM 44.17% 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

Victory Financial Group's SPGI Position: Q2 2026 in Review

Victory Financial Group sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 971 shares — an estimated $413K sold.

Victory Financial Group first reported a position in SPGI in Q1 2025 and held it in 5 quarters. The position peaked at $532K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Victory Financial Group reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Victory Financial Group sold 971 S&P Global shares in Q2 2026, an estimated $413K.
  • Victory Financial Group first reported a position in S&P Global in Q1 2025 and held it in 5 quarters.
  • Victory Financial Group's S&P Global position peaked at $532K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.