Wayfinding Financial’s S&P Global SPGI Stock Holding History

Wayfinding Financial’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	–	Sell	-460	Closed	-$240K	–	168
2025 Q4	$240K	Sell	460 -52	-10%	-$25.7K	0.1%	131
2025 Q3	$249K	Buy	512 +1	+0.2%	+$535	0.11%	120
2025 Q2	$287K	Sell	511 -40	-7%	-$20K	0.13%	105
2025 Q1	$280K	Sell	551 -52	-9%	-$26.6K	0.12%	102
2024 Q4	$300K	Buy	+603	New	+$306K	0.16%	92
2024 Q3	–	Sell	-554	Closed	-$247K	–	115
2024 Q2	$247K	Buy	+554	New	+$238K	0.14%	101

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wayfinding Financial's SPGI Position: Q1 2026 in Review

Wayfinding Financial sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 460 shares — an estimated $240K sold.

Wayfinding Financial first reported a position in SPGI in Q2 2024 and held it in 6 quarters. The position peaked at $300K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Wayfinding Financial reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Wayfinding Financial sold 460 S&P Global shares in Q1 2026, an estimated $240K.
Wayfinding Financial first reported a position in S&P Global in Q2 2024 and held it in 6 quarters.
Wayfinding Financial's S&P Global position peaked at $300K in Q4 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.