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B. Riley Wealth Advisors’s S&P Global SPGI Stock Holding History

B. Riley Wealth Advisors’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 		$741K Sell
1,813
-213
-11% -$90K 0.04% 375
2026
Q1 		$846K Sell
2,026
-520
-20% -$241K 0.05% 318
2025
Q4 		$1.33M Sell
2,546
-114
-4% -$56.4K 0.06% 283
2025
Q3 		$1.29M Sell
2,660
-468
-15% -$251K 0.06% 293
2025
Q2 		$1.65M Buy
+3,128
New +$1.56M 0.08% 245
2024
Q4 		$1.74M Sell
3,493
-343
-9% -$174K 0.06% 305
2024
Q3 		$1.98M Sell
3,836
-425
-10% -$210K 0.06% 317
2024
Q2 		$1.9M Sell
4,261
-362
-8% -$155K 0.05% 353
2024
Q1 		$1.69M Buy
4,623
+264
+6% +$114K 0.05% 397
2023
Q4 		$1.92M Sell
4,359
-264
-6% -$104K 0.05% 372
2023
Q3 		$1.69M Buy
4,623
+189
+4% +$74.3K 0.05% 397
2023
Q2 		$1.78M Sell
4,434
-518
-10% -$189K 0.04% 404
2023
Q1 		$1.71M Buy
4,952
+480
+11% +$169K 0.05% 389
2022
Q4 		$1.5M Buy
4,472
+792
+22% +$261K 0.04% 414
2022
Q3 		$1.13M Buy
3,680
+603
+20% +$216K 0.03% 472
2022
Q2 		$1.04M Sell
3,077
-33
-1% -$11.8K 0.04% 411
2022
Q1 		$1.28M Buy
3,110
+1,524
+96% +$621K 0.04% 407
2021
Q4 		$749K Buy
1,586
+251
+19% +$115K 0.02% 631
2021
Q3 		$566K Sell
1,335
-21
-2% -$9.1K 0.02% 720
2021
Q2 		$554K Buy
1,356
+291
+27% +$112K 0.02% 720
2021
Q1 		$373K Buy
+1,065
New +$354K 0.01% 879

Other funds holding SPGI

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

B. Riley Wealth Advisors's SPGI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $90K and leaving 1,813 shares worth $741K. The position accounts for 0.04% of the portfolio, ranked #375.

B. Riley Wealth Advisors first reported a position in SPGI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.98M in Q3 2024. 608 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • B. Riley Wealth Advisors held 1,813 shares of S&P Global worth $741K as of Q2 2026.
  • B. Riley Wealth Advisors sold 213 S&P Global shares in Q2 2026, an estimated $90K.
  • S&P Global made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #375 holding.
  • B. Riley Wealth Advisors first reported a position in S&P Global in Q1 2021 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's S&P Global position peaked at $1.98M in Q3 2024.
  • 608 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.