CWMK
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Caliber Wealth Management (Kansas)’s S&P Global SPGI Stock Holding History

Caliber Wealth Management (Kansas)’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
-4,624
Closed -$1.97M – 311
2026
Q1 		$1.97M Buy
4,624
+1,297
+39% +$602K 0.22% 88
2025
Q4 		$1.74M Buy
3,327
+101
+3% +$50K 0.19% 102
2025
Q3 		$1.57M Sell
3,226
-178
-5% -$95.3K 0.18% 110
2025
Q2 		$1.8M Buy
3,404
+22
+0.7% +$11K 0.19% 102
2025
Q1 		$1.72M Buy
+3,382
New +$1.73M 0.23% 97

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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

Caliber Wealth Management (Kansas)'s SPGI Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 4,624 shares — an estimated $1.97M sold.

Caliber Wealth Management (Kansas) first reported a position in SPGI in Q1 2025 and held it in 5 quarters. The position peaked at $1.97M in Q1 2026. 705 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Caliber Wealth Management (Kansas) reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 4,624 S&P Global shares in Q2 2026, an estimated $1.97M.
  • Caliber Wealth Management (Kansas) first reported a position in S&P Global in Q1 2025 and held it in 5 quarters.
  • Caliber Wealth Management (Kansas)'s S&P Global position peaked at $1.97M in Q1 2026.
  • 705 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.