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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Financial Group's SPGI Position: Q1 2026 in Review

Victory Financial Group reduced its S&P Global (SPGI) stake by 4.6% in Q1 2026, selling an estimated $21.8K and leaving 971 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #215.

Victory Financial Group first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $532K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Victory Financial Group held 971 shares of S&P Global worth $413K as of Q1 2026.
  • Victory Financial Group sold 47 S&P Global shares in Q1 2026, an estimated $21.8K.
  • S&P Global made up 0.05% of Victory Financial Group's portfolio in Q1 2026, its #215 holding.
  • Victory Financial Group first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • Victory Financial Group's S&P Global position peaked at $532K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.