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Barnes Dennig Private Wealth Management’s S&P Global SPGI Stock Holding History

Barnes Dennig Private 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 		$2.04K Buy
+5
New +$2.11K ﹤0.01% 293
2025
Q3 		– Sell
-246
Closed -$130K – 332
2025
Q2 		$130K Buy
+246
New +$123K 0.16% 84

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

Barnes Dennig Private Wealth Management's SPGI Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in S&P Global (SPGI) in Q2 2026: 5 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in SPGI as recently as Q2 2025.

Barnes Dennig Private Wealth Management first reported a position in SPGI in Q2 2025 and has held it in 2 quarters since. The position peaked at $130K in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 5 shares of S&P Global worth $2.04K as of Q2 2026.
  • S&P Global was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • S&P Global made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Barnes Dennig Private Wealth Management first reported a position in S&P Global in Q2 2025 and has held it in 2 quarters since.
  • Barnes Dennig Private Wealth Management's S&P Global position peaked at $130K in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.