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S&p Global shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 416 486.71

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Strategy Cl A New (MSTR)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)

View all positions for Kapstone Financial Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global