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

BNC 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
-10,893
Closed -$5.69M – 121
2025
Q4 		$5.69M Buy
10,893
+398
+4% +$197K 1.46% 26
2025
Q3 		$5.11M Buy
10,495
+224
+2% +$120K 1.29% 27
2025
Q2 		$5.42M Sell
10,271
-169
-2% -$84.3K 1.61% 19
2025
Q1 		$5.3M Buy
10,440
+1,804
+21% +$922K 1.91% 16
2024
Q4 		$4.3M Buy
8,636
+842
+11% +$427K 1.41% 24
2024
Q3 		$4.03M Buy
+7,794
New +$3.86M 1.48% 23
2020
Q4 		– Sell
-408
Closed -$147K – 408
2020
Q3 		$147K Buy
+408
New +$144K 0.1% 95

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

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

BNC Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 10,893 shares — an estimated $5.69M sold.

BNC Wealth Management first reported a position in SPGI in Q3 2020 and held it in 7 quarters. The position peaked at $5.69M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • BNC Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • BNC Wealth Management sold 10,893 S&P Global shares in Q1 2026, an estimated $5.69M.
  • BNC Wealth Management first reported a position in S&P Global in Q3 2020 and held it in 7 quarters.
  • BNC Wealth Management's S&P Global position peaked at $5.69M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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