BFP
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Birchwood Financial Partners’s S&P Global SPGI Stock Holding History

Birchwood Financial 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 		$43.2K Sell
106
-1
-0.9% -$422 0.04% 185
2026
Q1 		$45.5K Hold
107
– – 0.04% 173
2025
Q4 		$55.9K Buy
+107
New +$52.9K 0.06% 152

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

Birchwood Financial Partners's SPGI Position: Q2 2026 in Review

Birchwood Financial Partners reduced its S&P Global (SPGI) stake by 0.93% in Q2 2026, selling an estimated $422 and leaving 106 shares worth $43.2K. The position accounts for 0.04% of the portfolio, ranked #185.

Birchwood Financial Partners first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.9K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Birchwood Financial Partners held 106 shares of S&P Global worth $43.2K as of Q2 2026.
  • Birchwood Financial Partners sold 1 S&P Global share in Q2 2026, an estimated $422.
  • S&P Global made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #185 holding.
  • Birchwood Financial Partners first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's S&P Global position peaked at $55.9K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.