VFM
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Vision Financial Markets’s S&P Global SPGI Stock Holding History

Vision Financial Markets’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 		$63.5K Hold
156
– – 0.06% 128
2026
Q1 		$66.4K Hold
156
– – 0.06% 109
2025
Q4 		$81.5K Hold
156
– – 0.08% 93
2025
Q3 		$75.9K Hold
156
– – 0.06% 107
2025
Q2 		$82.3K Hold
156
– – 0.08% 102
2025
Q1 		$79.3K Hold
156
– – 0.09% 95
2024
Q4 		$77.7K Buy
+156
New +$79.2K 0.08% 91

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Vision Financial Markets's SPGI Position: Q2 2026 in Review

Vision Financial Markets held its S&P Global (SPGI) position steady in Q2 2026 at 156 shares worth $63.5K. The position accounts for 0.06% of the portfolio, ranked #128.

Vision Financial Markets first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.3K in Q2 2025. 725 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Vision Financial Markets held 156 shares of S&P Global worth $63.5K as of Q2 2026.
  • Vision Financial Markets left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.06% of Vision Financial Markets's portfolio in Q2 2026, its #128 holding.
  • Vision Financial Markets first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's S&P Global position peaked at $82.3K in Q2 2025.
  • 725 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.