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Balboa Wealth Partners’s S&P Global SPGI Stock Holding History

Balboa Wealth Partners’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 		$390K Buy
957
+43
+5% +$18.2K 0.05% 287
2026
Q1 		$389K Sell
914
-18
-2% -$8.36K 0.07% 244
2025
Q4 		$487K Sell
932
-16
-2% -$7.92K 0.08% 199
2025
Q3 		$462K Sell
948
-10
-1% -$5.36K 0.08% 194
2025
Q2 		$505K Sell
958
-86
-8% -$42.9K 0.1% 158
2025
Q1 		$530K Sell
1,044
-225
-18% -$115K 0.13% 128
2024
Q4 		$632K Sell
1,269
-187
-13% -$94.9K 0.14% 117
2024
Q3 		$752K Buy
1,456
+24
+2% +$11.9K 0.19% 101
2024
Q2 		$639K Sell
1,432
-423
-23% -$181K 0.17% 109
2024
Q1 		$789K Sell
1,855
-9
-0.5% -$3.9K 0.23% 79
2023
Q4 		$821K Buy
1,864
+554
+42% +$219K 0.27% 71
2023
Q3 		$479K Buy
1,310
+16
+1% +$6.29K 0.18% 106
2023
Q2 		$519K Sell
1,294
-333
-20% -$122K 0.18% 108
2023
Q1 		$561K Sell
1,627
-555
-25% -$195K 0.21% 96
2022
Q4 		$731K Sell
2,182
-1,777
-45% -$586K 0.33% 73
2022
Q3 		$1.21M Buy
+3,959
New +$1.42M 0.53% 37

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

Balboa Wealth Partners's SPGI Position: Q2 2026 in Review

Balboa Wealth Partners increased its S&P Global (SPGI) stake by 4.7% in Q2 2026, buying an estimated $18.2K and bringing the position to 957 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #287.

Balboa Wealth Partners first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q3 2022. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Balboa Wealth Partners held 957 shares of S&P Global worth $390K as of Q2 2026.
  • Balboa Wealth Partners bought 43 S&P Global shares in Q2 2026, an estimated $18.2K.
  • S&P Global made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #287 holding.
  • Balboa Wealth Partners first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's S&P Global position peaked at $1.21M in Q3 2022.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.