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Broadway Wealth Solutions’s S&P Global SPGI Stock Holding History

Broadway Wealth Solutions’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
-765
Closed -$325K – 104
2026
Q1 		$325K Buy
765
+159
+26% +$73.8K 0.17% 66
2025
Q4 		$317K Sell
606
-7
-1% -$3.46K 0.17% 62
2025
Q3 		$299K Buy
613
+30
+5% +$16.1K 0.17% 69
2025
Q2 		$308K Sell
583
-5
-0.9% -$2.5K 0.19% 58
2025
Q1 		$299K Sell
588
-25
-4% -$12.8K 0.22% 52
2024
Q4 		$305K Buy
+613
New +$311K 0.23% 56

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

Broadway Wealth Solutions's SPGI Position: Q2 2026 in Review

Broadway Wealth Solutions sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 765 shares — an estimated $325K sold.

Broadway Wealth Solutions first reported a position in SPGI in Q4 2024 and held it in 6 quarters. The position peaked at $325K in Q1 2026. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Broadway Wealth Solutions reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 765 S&P Global shares in Q2 2026, an estimated $325K.
  • Broadway Wealth Solutions first reported a position in S&P Global in Q4 2024 and held it in 6 quarters.
  • Broadway Wealth Solutions's S&P Global position peaked at $325K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.