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Bay Harbor Wealth Management’s S&P Global SPGI Stock Holding History

Bay Harbor 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 		$12.6K Buy
31
+4
+15% +$1.69K ﹤0.01% 245
2026
Q1 		$11.5K Buy
27
+9
+50% +$4.18K ﹤0.01% 200
2025
Q4 		$9.41K Buy
18
+5
+38% +$2.47K ﹤0.01% 188
2025
Q3 		$6.33K Buy
13
+3
+30% +$1.61K ﹤0.01% 175
2025
Q2 		$5.27K Buy
10
+5
+100% +$2.5K ﹤0.01% 180
2025
Q1 		$2.54K Buy
+5
New +$2.56K ﹤0.01% 178

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

Bay Harbor Wealth Management's SPGI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its S&P Global (SPGI) stake by 15% in Q2 2026, buying an estimated $1.69K and bringing the position to 31 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Bay Harbor Wealth Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bay Harbor Wealth Management held 31 shares of S&P Global worth $12.6K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Bay Harbor Wealth Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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