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Beacon Pointe Advisors’s S&P Global SPGI Stock Holding History

Beacon Pointe Advisors’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 		$9.51M Buy
23,340
+204
+0.9% +$86.1K 0.04% 351
2026
Q1 		$9.84M Buy
23,136
+16,259
+236% +$7.55M 0.05% 321
2025
Q4 		$3.59M Sell
6,877
-89
-1% -$44K 0.03% 470
2025
Q3 		$3.39M Sell
6,966
-271
-4% -$145K 0.03% 435
2025
Q2 		$3.82M Buy
7,237
+871
+14% +$435K 0.04% 365
2025
Q1 		$3.23M Sell
6,366
-1,185
-16% -$605K 0.04% 371
2024
Q4 		$3.76M Sell
7,551
-1,296
-15% -$658K 0.04% 335
2024
Q3 		$4.57M Sell
8,847
-2,502
-22% -$1.24M 0.05% 311
2024
Q2 		$5.06M Sell
11,349
-13,082
-54% -$5.61M 0.06% 274
2024
Q1 		$10.4M Buy
24,431
+12,914
+112% +$5.6M 0.12% 172
2023
Q4 		$5.07M Sell
11,517
-189
-2% -$74.6K 0.06% 283
2023
Q3 		$4.28M Buy
11,706
+4,220
+56% +$1.66M 0.05% 300
2023
Q2 		$3M Sell
7,486
-2,897
-28% -$1.06M 0.05% 305
2023
Q1 		$3.58M Buy
10,383
+1,704
+20% +$600K 0.06% 275
2022
Q4 		$2.91M Buy
8,679
+2,633
+44% +$868K 0.06% 289
2022
Q3 		$1.85M Sell
6,046
-849
-12% -$304K 0.04% 330
2022
Q2 		$2.32M Sell
6,895
-7,093
-51% -$2.53M 0.05% 306
2022
Q1 		$5.74M Buy
13,988
+7,991
+133% +$3.25M 0.08% 229
2021
Q4 		$2.83M Buy
5,997
+1,245
+26% +$570K 0.07% 207
2021
Q3 		$2.02M Sell
4,752
-86
-2% -$37.3K 0.05% 285
2021
Q2 		$1.99M Buy
4,838
+3,487
+258% +$1.34M 0.07% 221
2021
Q1 		$480K Buy
1,351
+360
+36% +$120K 0.03% 308
2020
Q4 		$325K Buy
991
+370
+60% +$125K 0.02% 351
2020
Q3 		$224K Buy
621
+8
+1% +$2.82K 0.02% 356
2020
Q2 		$202K Buy
+613
New +$184K 0.02% 374

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

Beacon Pointe Advisors's SPGI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its S&P Global (SPGI) stake by 0.88% in Q2 2026, buying an estimated $86.1K and bringing the position to 23,340 shares worth $9.51M. The position accounts for 0.04% of the portfolio, ranked #351.

Beacon Pointe Advisors first reported a position in SPGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.4M in Q1 2024. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Beacon Pointe Advisors held 23,340 shares of S&P Global worth $9.51M as of Q2 2026.
  • Beacon Pointe Advisors bought 204 S&P Global shares in Q2 2026, an estimated $86.1K.
  • S&P Global made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #351 holding.
  • Beacon Pointe Advisors first reported a position in S&P Global in Q2 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's S&P Global position peaked at $10.4M in Q1 2024.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.