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

Beacon Bridge 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 		– Sell
-1,246
Closed -$530K – 111
2026
Q1 		$530K Buy
1,246
+143
+13% +$66.4K 0.18% 73
2025
Q4 		$576K Sell
1,103
-238
-18% -$118K 0.19% 71
2025
Q3 		$653K Buy
1,341
+257
+24% +$138K 0.23% 60
2025
Q2 		$571K Buy
1,084
+5
+0.5% +$2.5K 0.23% 56
2025
Q1 		$548K Sell
1,079
-314
-23% -$160K 0.23% 60
2024
Q4 		$694K Buy
1,393
+251
+22% +$127K 0.29% 58
2024
Q3 		$590K Sell
1,142
-12
-1% -$5.94K 0.25% 57
2024
Q2 		$515K Buy
1,154
+20
+2% +$8.58K 0.24% 63
2024
Q1 		$483K Hold
1,134
– – 0.23% 64
2023
Q4 		$499K Buy
1,134
+1
+0.1% +$395 0.25% 55
2023
Q3 		$414K Buy
1,133
+43
+4% +$16.9K 0.22% 54
2023
Q2 		$437K Buy
1,090
+1
+0.1% +$365 0.22% 46
2023
Q1 		$376K Buy
1,089
+8
+0.7% +$2.81K 0.23% 47
2022
Q4 		$362K Buy
+1,081
New +$356K 0.26% 47

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Beacon Bridge Wealth Partners's SPGI Position: Q2 2026 in Review

Beacon Bridge Wealth Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,246 shares — an estimated $530K sold.

Beacon Bridge Wealth Partners first reported a position in SPGI in Q4 2022 and held it in 14 quarters. The position peaked at $694K in Q4 2024. 1,679 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Beacon Bridge Wealth Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 1,246 S&P Global shares in Q2 2026, an estimated $530K.
  • Beacon Bridge Wealth Partners first reported a position in S&P Global in Q4 2022 and held it in 14 quarters.
  • Beacon Bridge Wealth Partners's S&P Global position peaked at $694K in Q4 2024.
  • 1,679 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.