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Buck Wealth Strategies’s S&P Global SPGI Stock Holding History

Buck Wealth Strategies’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 		$32.4K Buy
+80
New +$33.8K ﹤0.01% 404
2023
Q4 		– Sell
-7
Closed -$2.63K – 296
2023
Q3 		$2.63K Hold
7
– – ﹤0.01% 294
2023
Q2 		$2.88K Hold
7
– – ﹤0.01% 222
2023
Q1 		$2.47K Buy
+7
New +$2.46K ﹤0.01% 176

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 $3.38T AUM 44.17% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Buck Wealth Strategies's SPGI Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in S&P Global (SPGI) in Q2 2026: 80 shares worth $32.4K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SPGI as recently as Q3 2023.

Buck Wealth Strategies first reported a position in SPGI in Q1 2023 and has held it in 4 quarters since. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Buck Wealth Strategies held 80 shares of S&P Global worth $32.4K as of Q2 2026.
  • S&P Global was a new Buck Wealth Strategies position in Q2 2026.
  • S&P Global made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #404 holding.
  • Buck Wealth Strategies first reported a position in S&P Global in Q1 2023 and has held it in 4 quarters since.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.