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Crestmont Private Wealth’s S&P Global SPGI Stock Holding History

Crestmont Private 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 		$909K Buy
2,137
+299
+16% +$139K 0.29% 27
2025
Q4 		$961K Sell
1,838
-59
-3% -$29.2K 0.31% 22
2025
Q3 		$923K Buy
1,897
+215
+13% +$115K 0.31% 22
2025
Q2 		$887K Buy
1,682
+36
+2% +$18K 0.32% 19
2025
Q1 		$836K Buy
1,646
+185
+13% +$94.5K 0.36% 14
2024
Q4 		$728K Sell
1,461
-98
-6% -$49.7K 0.33% 20
2024
Q3 		$805K Buy
1,559
+81
+5% +$40.1K 0.35% 14
2024
Q2 		$659K Buy
1,478
+225
+18% +$96.5K 0.32% 20
2024
Q1 		$533K Buy
1,253
+267
+27% +$116K 0.26% 20
2023
Q4 		$434K Sell
986
-31
-3% -$12.2K 0.22% 16
2023
Q3 		$372K Sell
1,017
-291
-22% -$114K 0.23% 19
2023
Q2 		$524K Buy
1,308
+130
+11% +$47.5K 0.31% 15
2023
Q1 		$406K Buy
1,178
+170
+17% +$59.8K 0.27% 16
2022
Q4 		$338K Buy
+1,008
New +$332K 0.23% 21

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

Crestmont Private Wealth's SPGI Position: Q1 2026 in Review

Crestmont Private Wealth increased its S&P Global (SPGI) stake by 16% in Q1 2026, buying an estimated $139K and bringing the position to 2,137 shares worth $909K. The position accounts for 0.29% of the portfolio, ranked #27.

Crestmont Private Wealth first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $961K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Crestmont Private Wealth held 2,137 shares of S&P Global worth $909K as of Q1 2026.
  • Crestmont Private Wealth bought 299 S&P Global shares in Q1 2026, an estimated $139K.
  • S&P Global made up 0.29% of Crestmont Private Wealth's portfolio in Q1 2026, its #27 holding.
  • Crestmont Private Wealth first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
  • Crestmont Private Wealth's S&P Global position peaked at $961K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.