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

Congress 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
2025 Q2	$2.48M	Sell	4,716 -664	-12%	-$331K	0.02%	524
2025 Q1	$2.73M	Buy	+5,380	New	+$2.75M	0.03%	434
2024 Q4	–	Sell	-465	Closed	-$240K	–	926
2024 Q3	$240K	Sell	465 -10	-2%	-$4.95K	﹤0.01%	783
2024 Q2	$212K	Buy	+475	New	+$204K	﹤0.01%	700
2022 Q2	–	Sell	-55,136	Closed	-$22.6M	–	614
2022 Q1	$22.6M	Buy	55,136 +28,682	+108%	+$11.7M	0.49%	44
2021 Q4	$12.5M	Buy	+26,454	New	+$12.1M	0.25%	111

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's SPGI Position: Q2 2025 in Review

Congress Wealth Management reduced its S&P Global (SPGI) stake by 12% in Q2 2025, selling an estimated $331K and leaving 4,716 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #524.

Congress Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 6 quarters since. The position peaked at $22.6M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Congress Wealth Management held 4,716 shares of S&P Global worth $2.48M as of Q2 2025.
Congress Wealth Management sold 664 S&P Global shares in Q2 2025, an estimated $331K.
S&P Global made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #524 holding.
Congress Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 6 quarters since.
Congress Wealth Management's S&P Global position peaked at $22.6M in Q1 2022.
2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.