BEI
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Benjamin Edwards Inc’s S&P Global SPGI Stock Holding History

Benjamin Edwards Inc’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 		$32M Sell
78,506
-13,410
-15% -$5.66M 0.29% 99
2026
Q1 		$39.1M Sell
91,916
-3,066
-3% -$1.42M 0.39% 70
2025
Q4 		$49.7M Sell
94,982
-3,499
-4% -$1.73M 0.55% 41
2025
Q3 		$47.9M Buy
98,481
+1,764
+2% +$945K 0.54% 47
2025
Q2 		$51M Buy
96,717
+744
+0.8% +$371K 0.65% 43
2025
Q1 		$48.8M Buy
95,973
+12,442
+15% +$6.36M 0.68% 37
2024
Q4 		$41.6M Buy
83,531
+569
+0.7% +$289K 0.6% 41
2024
Q3 		$42.9M Buy
82,962
+79,213
+2,113% +$39.2M 0.62% 41
2024
Q2 		$1.67M Sell
3,749
-26
-0.7% -$11.2K 0.32% 81
2024
Q1 		$1.61M Buy
3,775
+181
+5% +$78.5K 0.32% 87
2023
Q4 		$1.58M Sell
3,594
-12
-0.3% -$4.74K 0.35% 82
2023
Q3 		$1.32M Sell
3,606
-93
-3% -$36.6K 0.31% 97
2023
Q2 		$1.48M Sell
3,699
-44
-1% -$16.1K 0.34% 86
2023
Q1 		$1.29M Buy
3,743
+111
+3% +$39.1K 0.31% 91
2022
Q4 		$1.22M Buy
3,632
+90
+3% +$29.7K 0.32% 92
2022
Q3 		$1.08M Sell
3,542
-11
-0.3% -$3.94K 0.32% 96
2022
Q2 		$1.2M Buy
3,553
+408
+13% +$145K 0.35% 88
2022
Q1 		$1.29M Buy
3,145
+731
+30% +$298K 0.38% 79
2021
Q4 		$1.14M Buy
2,414
+34
+1% +$15.6K 0.37% 79
2021
Q3 		$1.01M Buy
2,380
+74
+3% +$32.1K 0.61% 54
2021
Q2 		$946K Sell
2,306
-11
-0.5% -$4.23K 0.65% 55
2021
Q1 		$818K Buy
+2,317
New +$771K 0.62% 62
2019
Q4 		– Sell
-21
Closed -$5K – 301
2019
Q3 		$5K Buy
+21
New +$5.25K 0.01% 261

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

Benjamin Edwards Inc's SPGI Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $5.66M and leaving 78,506 shares worth $32M. The position accounts for 0.29% of the portfolio, ranked #99.

Benjamin Edwards Inc first reported a position in SPGI in Q3 2019 and has held it in 23 quarters since. The position peaked at $51M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Benjamin Edwards Inc held 78,506 shares of S&P Global worth $32M as of Q2 2026.
  • Benjamin Edwards Inc sold 13,410 S&P Global shares in Q2 2026, an estimated $5.66M.
  • S&P Global made up 0.29% of Benjamin Edwards Inc's portfolio in Q2 2026, its #99 holding.
  • Benjamin Edwards Inc first reported a position in S&P Global in Q3 2019 and has held it in 23 quarters since.
  • Benjamin Edwards Inc's S&P Global position peaked at $51M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.