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Concord Wealth Partners’s S&P Global SPGI Stock Holding History

Concord Wealth Partners’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 		$508K Buy
1,194
+68
+6% +$31.6K 0.07% 146
2025
Q4 		$589K Buy
1,126
+48
+4% +$23.8K 0.08% 143
2025
Q3 		$525K Buy
1,078
+46
+4% +$24.6K 0.07% 149
2025
Q2 		$544K Buy
1,032
+28
+3% +$14K 0.08% 149
2025
Q1 		$510K Buy
1,004
+121
+14% +$61.8K 0.08% 149
2024
Q4 		$440K Buy
883
+119
+16% +$60.4K 0.07% 149
2024
Q3 		$395K Buy
764
+5
+0.7% +$2.47K 0.07% 152
2024
Q2 		$339K Sell
759
-1
-0.1% -$429 0.06% 156
2024
Q1 		$323K Buy
760
+33
+5% +$14.3K 0.06% 169
2023
Q4 		$320K Sell
727
-1,193
-62% -$471K 0.06% 156
2023
Q3 		$702K Buy
1,920
+495
+35% +$195K 0.15% 98
2023
Q2 		$571K Buy
1,425
+771
+118% +$282K 0.12% 105
2023
Q1 		$225K Buy
654
+632
+2,873% +$222K 0.06% 146
2022
Q4 		$7.42K Buy
+22
New +$7.25K ﹤0.01% 685
2022
Q3 		– Sell
-110
Closed -$37K – 998
2022
Q2 		$37K Buy
110
+13
+13% +$4.63K 0.01% 423
2022
Q1 		$40K Sell
97
-12
-11% -$4.89K 0.01% 477
2021
Q4 		$51K Buy
109
+29
+36% +$13.3K 0.01% 452
2021
Q3 		$34K Sell
80
-5
-6% -$2.17K 0.01% 283
2021
Q2 		$35K Sell
85
-141
-62% -$54.2K 0.01% 403
2021
Q1 		$80K Buy
226
+119
+111% +$39.6K 0.03% 254
2020
Q4 		$35K Buy
+107
New +$36.1K 0.03% 246

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

Concord Wealth Partners's SPGI Position: Q1 2026 in Review

Concord Wealth Partners increased its S&P Global (SPGI) stake by 6% in Q1 2026, buying an estimated $31.6K and bringing the position to 1,194 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #146.

Concord Wealth Partners first reported a position in SPGI in Q4 2020 and has held it in 21 quarters since. The position peaked at $702K in Q3 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Concord Wealth Partners held 1,194 shares of S&P Global worth $508K as of Q1 2026.
  • Concord Wealth Partners bought 68 S&P Global shares in Q1 2026, an estimated $31.6K.
  • S&P Global made up 0.07% of Concord Wealth Partners's portfolio in Q1 2026, its #146 holding.
  • Concord Wealth Partners first reported a position in S&P Global in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's S&P Global position peaked at $702K in Q3 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.