AWM
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Axxcess Wealth Management’s S&P Global SPGI Stock Holding History

Axxcess Wealth Management’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 		$647K Buy
+1,590
New +$671K 0.01% 640
2026
Q1 		– Sell
-3,369
Closed -$1.76M – 908
2025
Q4 		$1.76M Buy
3,369
+2,383
+242% +$1.18M 0.03% 398
2025
Q3 		$480K Sell
986
-415
-30% -$222K 0.01% 630
2025
Q2 		$739K Sell
1,401
-431
-24% -$215K 0.02% 501
2025
Q1 		$931K Sell
1,832
-1,380
-43% -$705K 0.02% 410
2024
Q4 		$1.6M Buy
3,212
+908
+39% +$461K 0.04% 318
2024
Q3 		$1.19M Sell
2,304
-336
-13% -$166K 0.03% 356
2024
Q2 		$1.18M Buy
2,640
+582
+28% +$250K 0.03% 342
2024
Q1 		$876K Buy
2,058
+805
+64% +$349K 0.02% 403
2023
Q4 		$552K Sell
1,253
-443
-26% -$175K 0.02% 487
2023
Q3 		$620K Buy
+1,696
New +$667K 0.02% 419
2022
Q4 		– Sell
-949
Closed -$290K – 680
2022
Q3 		$290K Sell
949
-41
-4% -$14.7K 0.03% 410
2022
Q2 		$334K Sell
990
-408
-29% -$145K 0.03% 374
2022
Q1 		$574K Buy
1,398
+579
+71% +$236K 0.04% 327
2021
Q4 		$387K Buy
+819
New +$375K 0.03% 417

Other funds holding SPGI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Axxcess Wealth Management's SPGI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in S&P Global (SPGI) in Q2 2026: 1,590 shares worth $647K. The stake represents 0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPGI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Axxcess Wealth Management held 1,590 shares of S&P Global worth $647K as of Q2 2026.
  • S&P Global was a new Axxcess Wealth Management position in Q2 2026.
  • S&P Global made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Axxcess Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's S&P Global position peaked at $1.76M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.