PSI
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Planning Strategies Inc.’s S&P Global SPGI Stock Holding History

Planning Strategies Inc.’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 		$7.33K Buy
+18
New +$7.6K ﹤0.01% 371

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

Planning Strategies Inc.'s SPGI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in S&P Global (SPGI) in Q2 2026: 18 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Planning Strategies Inc. held 18 shares of S&P Global worth $7.33K as of Q2 2026.
  • S&P Global was a new Planning Strategies Inc. position in Q2 2026.
  • S&P Global made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #371 holding.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.