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Channel Wealth’s S&P Global SPGI Stock Holding History

Channel Wealth’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
Q1 		$343K Buy
+807
New +$375K 0.08% 126
2023
Q3 		– Sell
-3,027
Closed -$1.21M – 194
2023
Q2 		$1.21M Buy
3,027
+796
+36% +$291K 0.7% 45
2023
Q1 		$769K Buy
+2,231
New +$785K 0.5% 69

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Channel Wealth's SPGI Position: Q1 2026 in Review

Channel Wealth opened a new position in S&P Global (SPGI) in Q1 2026: 807 shares worth $343K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Channel Wealth previously reported a position in SPGI as recently as Q2 2023.

Channel Wealth first reported a position in SPGI in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.21M in Q2 2023. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Channel Wealth held 807 shares of S&P Global worth $343K as of Q1 2026.
  • S&P Global was a new Channel Wealth position in Q1 2026.
  • S&P Global made up 0.08% of Channel Wealth's portfolio in Q1 2026, its #126 holding.
  • Channel Wealth first reported a position in S&P Global in Q1 2023 and has held it in 3 quarters since.
  • Channel Wealth's S&P Global position peaked at $1.21M in Q2 2023.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Channel Wealth's 13F filing for Q1 2026, filed 12 May 2026.