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

Dakota 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
2021
Q1 		– Sell
-1,000
Closed -$329K – 350
2020
Q4 		$329K Buy
+1,000
New +$337K 0.04% 243

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Dakota Wealth Management's SPGI Position: Q2 2026 in Review

Dakota Wealth Management reduced its S&P Global (SPGI) stake by 77% in Q2 2026, selling an estimated $803K and leaving 564 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Dakota Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.99M in Q4 2021. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Dakota Wealth Management held 564 shares of S&P Global worth $230K as of Q2 2026.
  • Dakota Wealth Management sold 1,902 S&P Global shares in Q2 2026, an estimated $803K.
  • S&P Global made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #727 holding.
  • Dakota Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 12 quarters since.
  • Dakota Wealth Management's S&P Global position peaked at $1.99M in Q4 2021.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.