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Canvas Wealth Advisors’s S&P Global SPGI Stock Holding History

Canvas Wealth Advisors’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
-615
Closed -$262K – 266
2026
Q1 		$262K Buy
615
+7
+1% +$3.25K 0.04% 194
2025
Q4 		$318K Sell
608
-3
-0.5% -$1.48K 0.05% 153
2025
Q3 		$293K Sell
611
-34
-5% -$18.2K 0.05% 155
2025
Q2 		$342K Buy
645
+23
+4% +$11.5K 0.07% 133
2025
Q1 		$290K Buy
+622
New +$318K 0.07% 141

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 $3.37T AUM 44.26% 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

Canvas Wealth Advisors's SPGI Position: Q2 2026 in Review

Canvas Wealth Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 615 shares — an estimated $262K sold.

Canvas Wealth Advisors first reported a position in SPGI in Q1 2025 and held it in 5 quarters. The position peaked at $342K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Canvas Wealth Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 615 S&P Global shares in Q2 2026, an estimated $262K.
  • Canvas Wealth Advisors first reported a position in S&P Global in Q1 2025 and held it in 5 quarters.
  • Canvas Wealth Advisors's S&P Global position peaked at $342K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.