BW
SPGI icon

Bravera Wealth’s S&P Global SPGI Stock Holding History

Bravera Wealth’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 		– Sell
-28
Closed -$11.9K – 406
2026
Q1 		$11.9K Buy
28
+22
+367% +$10.2K 0.01% 279
2025
Q4 		$3.14K Buy
+6
New +$2.97K ﹤0.01% 415

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Bravera Wealth's SPGI Position: Q2 2026 in Review

Bravera Wealth sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 28 shares — an estimated $11.9K sold.

Bravera Wealth first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $11.9K in Q1 2026. 609 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bravera Wealth reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Bravera Wealth sold 28 S&P Global shares in Q2 2026, an estimated $11.9K.
  • Bravera Wealth first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
  • Bravera Wealth's S&P Global position peaked at $11.9K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.