WFG
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Wills Financial Group’s S&P Global SPGI Stock Holding History

Wills 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 		– Sell
-8,667
Closed -$4.53M – 80
2025
Q4 		$4.53M Buy
8,667
+69
+0.8% +$34.1K 1.73% 20
2025
Q3 		$4.18M Sell
8,598
-6
-0.1% -$3.21K 1.72% 22
2025
Q2 		$4.54M Sell
8,604
-498
-5% -$249K 1.97% 20
2025
Q1 		$4.62M Sell
9,102
-10
-0.1% -$5.11K 2.05% 18
2024
Q4 		$4.54M Buy
9,112
+128
+1% +$64.9K 1.96% 18
2024
Q3 		$4.64M Buy
8,984
+187
+2% +$92.5K 1.95% 19
2024
Q2 		$3.92M Buy
8,797
+531
+6% +$228K 1.81% 20
2024
Q1 		$3.52M Buy
8,266
+330
+4% +$143K 1.66% 22
2023
Q4 		$3.5M Buy
7,936
+355
+5% +$140K 1.77% 23
2023
Q3 		$2.77M Buy
7,581
+794
+12% +$312K 1.5% 21
2023
Q2 		$2.72M Buy
6,787
+967
+17% +$353K 1.38% 23
2023
Q1 		$2.01M Buy
5,820
+1,489
+34% +$524K 1.08% 28
2022
Q4 		$1.45M Buy
+4,331
New +$1.43M 0.81% 31

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

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

Wills Financial Group sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 8,667 shares — an estimated $4.53M sold.

Wills Financial Group first reported a position in SPGI in Q4 2022 and held it in 13 quarters. The position peaked at $4.64M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Wills Financial Group reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Wills Financial Group sold 8,667 S&P Global shares in Q1 2026, an estimated $4.53M.
  • Wills Financial Group first reported a position in S&P Global in Q4 2022 and held it in 13 quarters.
  • Wills Financial Group's S&P Global position peaked at $4.64M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.