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

Allworth 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
Q2 		$1.49M Sell
3,665
-1,301
-26% -$549K 0.01% 602
2026
Q1 		$2.11M Buy
4,966
+1,106
+29% +$513K 0.01% 517
2025
Q4 		$2.02M Buy
3,860
+1,299
+51% +$643K 0.01% 515
2025
Q3 		$1.25M Buy
2,561
+89
+4% +$47.7K 0.01% 606
2025
Q2 		$1.3M Buy
2,472
+429
+21% +$214K 0.01% 576
2025
Q1 		$983K Buy
2,043
+92
+5% +$47K 0.01% 525
2024
Q4 		$997K Buy
1,951
+446
+30% +$226K 0.01% 540
2024
Q3 		$778K Sell
1,505
-281
-16% -$139K ﹤0.01% 483
2024
Q2 		$857K Buy
1,786
+225
+14% +$96.5K 0.01% 455
2024
Q1 		$664K Buy
1,561
+205
+15% +$88.9K ﹤0.01% 491
2023
Q4 		$598K Buy
1,356
+24
+2% +$9.47K ﹤0.01% 484
2023
Q3 		$487K Buy
1,332
+374
+39% +$147K ﹤0.01% 498
2023
Q2 		$384K Buy
958
+13
+1% +$4.75K ﹤0.01% 556
2023
Q1 		$326K Buy
945
+502
+113% +$177K ﹤0.01% 552
2022
Q4 		$148K Sell
443
-232
-34% -$76.5K ﹤0.01% 703
2022
Q3 		$206K Buy
675
+224
+50% +$80.1K ﹤0.01% 584
2022
Q2 		$152K Sell
451
-76
-14% -$27.1K ﹤0.01% 615
2022
Q1 		$216K Buy
527
+257
+95% +$105K ﹤0.01% 537
2021
Q4 		$127K Buy
270
+49
+22% +$22.4K ﹤0.01% 628
2021
Q3 		$94K Buy
221
+204
+1,200% +$88.4K ﹤0.01% 631
2021
Q2 		$7K Buy
+17
New +$6.53K ﹤0.01% 1138
2019
Q1 		– Sell
-35
Closed -$6K – 1027
2018
Q4 		$6K Buy
+35
New +$6.27K ﹤0.01% 593
2018
Q2 		– Sell
-2
Closed – – 1009
2018
Q1 		$0 Sell
2
-1
-33% -$185 ﹤0.01% 869
2017
Q4 		$1K Buy
+3
New +$490 ﹤0.01% 703

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allworth Financial's SPGI Position: Q2 2026 in Review

Allworth Financial reduced its S&P Global (SPGI) stake by 26% in Q2 2026, selling an estimated $549K and leaving 3,665 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #602.

Allworth Financial first reported a position in SPGI in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.11M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Allworth Financial held 3,665 shares of S&P Global worth $1.49M as of Q2 2026.
  • Allworth Financial sold 1,301 S&P Global shares in Q2 2026, an estimated $549K.
  • S&P Global made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #602 holding.
  • Allworth Financial first reported a position in S&P Global in Q4 2017 and has held it in 24 quarters since.
  • Allworth Financial's S&P Global position peaked at $2.11M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.