BWP
SPGI icon

BSW Wealth Partners’s S&P Global SPGI Stock Holding History

BSW Wealth 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 		$624K Sell
1,533
-57
-4% -$24.1K 0.07% 156
2026
Q1 		$676K Sell
1,590
-340
-18% -$158K 0.08% 145
2025
Q4 		$1.01M Buy
1,930
+22
+1% +$10.9K 0.12% 101
2025
Q3 		$929K Buy
1,908
+84
+5% +$45K 0.12% 105
2025
Q2 		$962K Sell
1,824
-9
-0.5% -$4.49K 0.13% 94
2025
Q1 		$931K Buy
1,833
+413
+29% +$211K 0.14% 86
2024
Q4 		$707K Buy
1,420
+88
+7% +$44.7K 0.1% 118
2024
Q3 		$688K Buy
1,332
+218
+20% +$108K 0.1% 117
2024
Q2 		$497K Sell
1,114
-4
-0.4% -$1.72K 0.08% 133
2024
Q1 		$476K Buy
1,118
+536
+92% +$232K 0.08% 143
2023
Q4 		$256K Buy
+582
New +$230K 0.05% 224
2023
Q3 		– Sell
-527
Closed -$211K – 280
2023
Q2 		$211K Buy
+527
New +$193K 0.04% 245
2022
Q3 		– Sell
-1,455
Closed -$490K – 296
2022
Q2 		$490K Sell
1,455
-326
-18% -$116K 0.12% 123
2022
Q1 		$731K Buy
1,781
+943
+113% +$384K 0.18% 87
2021
Q4 		$396K Buy
838
+60
+8% +$27.4K 0.1% 150
2021
Q3 		$331K Buy
778
+232
+42% +$101K 0.09% 165
2021
Q2 		$224K Sell
546
-39
-7% -$15K 0.06% 218
2021
Q1 		$207K Buy
+585
New +$195K 0.06% 207
2020
Q4 		– Sell
-567
Closed -$204K – 188
2020
Q3 		$204K Sell
567
-212
-27% -$74.8K 0.08% 138
2020
Q2 		$257K Buy
+779
New +$234K 0.09% 118

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

BSW Wealth Partners's SPGI Position: Q2 2026 in Review

BSW Wealth Partners reduced its S&P Global (SPGI) stake by 3.6% in Q2 2026, selling an estimated $24.1K and leaving 1,533 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #156.

BSW Wealth Partners first reported a position in SPGI in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.01M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • BSW Wealth Partners held 1,533 shares of S&P Global worth $624K as of Q2 2026.
  • BSW Wealth Partners sold 57 S&P Global shares in Q2 2026, an estimated $24.1K.
  • S&P Global made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • BSW Wealth Partners first reported a position in S&P Global in Q2 2020 and has held it in 20 quarters since.
  • BSW Wealth Partners's S&P Global position peaked at $1.01M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.