Centric Wealth Management
SPGI icon

Centric Wealth Management’s S&P Global SPGI Stock Holding History

Centric Wealth Management’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
Q3 		$246K Buy
+522
New +$221K 0.04% 197

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Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Centric Wealth Management's SPGI Position: Q3 2026 in Review

Centric Wealth Management opened a new position in S&P Global (SPGI) in Q3 2026: 522 shares worth $246K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings.

1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Centric Wealth Management held 522 shares of S&P Global worth $246K as of Q3 2026.
  • S&P Global was a new Centric Wealth Management position in Q3 2026.
  • S&P Global made up 0.04% of Centric Wealth Management's portfolio in Q3 2026, its #197 holding.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.