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Braun-Bostich & Associates’s S&P Global SPGI Stock Holding History

Braun-Bostich & Associates’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
-404
Closed -$211K – 135
2025
Q4 		$211K Sell
404
-7
-2% -$3.46K 0.13% 119
2025
Q3 		$200K Sell
411
-6
-1% -$3.21K 0.13% 123
2025
Q2 		$220K Sell
417
-74
-15% -$36.9K 0.15% 109
2025
Q1 		$249K Buy
491
+44
+10% +$22.5K 0.18% 93
2024
Q4 		$223K Sell
447
-9
-2% -$4.57K 0.16% 97
2024
Q3 		$236K Buy
+456
New +$226K 0.16% 101
2020
Q4 		– Sell
-492
Closed -$177K – 185
2020
Q3 		$177K Sell
492
-560
-53% -$198K 0.18% 100
2020
Q2 		$347K Hold
1,052
– – 0.34% 54
2020
Q1 		$247K Hold
1,052
– – 0.31% 65
2019
Q4 		$292K Sell
1,052
-447
-30% -$116K 0.29% 63
2019
Q3 		$367K Sell
1,499
-397
-21% -$99.2K 0.43% 52
2019
Q2 		$432K Sell
1,896
-1,691
-47% -$369K 0.45% 39
2019
Q1 		$755K Sell
3,587
-934
-21% -$181K 0.79% 26
2018
Q4 		$768K Sell
4,521
-223
-5% -$39.9K 0.81% 30
2018
Q3 		$927K Buy
4,744
+169
+4% +$34.9K 0.89% 28
2018
Q2 		$933K Buy
4,575
+487
+12% +$96.2K 0.93% 26
2018
Q1 		$781K Buy
4,088
+286
+8% +$52.8K 0.68% 36
2017
Q4 		$644K Buy
+3,802
New +$621K 0.55% 51

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

Braun-Bostich & Associates's SPGI Position: Q1 2026 in Review

Braun-Bostich & Associates sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 404 shares — an estimated $211K sold.

Braun-Bostich & Associates first reported a position in SPGI in Q4 2017 and held it in 18 quarters. The position peaked at $933K in Q2 2018. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Braun-Bostich & Associates reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Braun-Bostich & Associates sold 404 S&P Global shares in Q1 2026, an estimated $211K.
  • Braun-Bostich & Associates first reported a position in S&P Global in Q4 2017 and held it in 18 quarters.
  • Braun-Bostich & Associates's S&P Global position peaked at $933K in Q2 2018.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Braun-Bostich & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.