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

BCS 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
Q1 		– Sell
-442
Closed -$231K – 336
2025
Q4 		$231K Buy
+442
New +$219K 0.02% 325
2024
Q4 		– Sell
-389
Closed -$201K – 262
2024
Q3 		$201K Buy
+389
New +$193K 0.09% 163

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BCS Wealth Management's SPGI Position: Q1 2026 in Review

BCS Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 442 shares — an estimated $231K sold.

BCS Wealth Management first reported a position in SPGI in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • BCS Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 442 S&P Global shares in Q1 2026, an estimated $231K.
  • BCS Wealth Management first reported a position in S&P Global in Q3 2024 and held it in 2 quarters.
  • BCS Wealth Management's S&P Global position peaked at $231K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.