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

Financial Network 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
2026 Q1	$299K	Sell	705 -147	-17%	-$68.2K	0.09%	90
2025 Q4	$445K	Hold	852	–	–	0.14%	73
2025 Q3	$420K	Buy	+852	New	+$456K	0.13%	75
2025 Q1	$380K	Sell	749 -142	-16%	-$72.6K	0.13%	78
2024 Q4	$443K	Hold	891	–	–	0.16%	72
2024 Q3	$460K	Buy	891 +91	+11%	+$45K	0.16%	72
2024 Q2	$356K	Buy	+800	New	+$343K	0.14%	76
2024 Q1	–	Sell	-800	Closed	-$352K	–	86
2023 Q4	$352K	Hold	800	–	–	0.15%	73
2023 Q3	$293K	Hold	800	–	–	0.14%	75
2023 Q2	$313K	Hold	800	–	–	0.14%	78
2023 Q1	$276K	Hold	800	–	–	0.14%	84
2022 Q4	$268K	Sell	800 -25	-3%	-$8.24K	0.14%	85
2022 Q3	$252K	Buy	825 +25	+3%	+$8.94K	0.16%	76
2022 Q2	$270K	Hold	800	–	–	0.16%	70
2022 Q1	$328K	Hold	800	–	–	0.17%	73
2021 Q4	$378K	Hold	800	–	–	0.19%	63
2021 Q3	$340K	Hold	800	–	–	0.19%	71
2021 Q2	$328K	Hold	800	–	–	0.19%	71
2021 Q1	$282K	Buy	+800	New	+$266K	0.18%	80

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Network Wealth Management's SPGI Position: Q1 2026 in Review

Financial Network Wealth Management reduced its S&P Global (SPGI) stake by 17% in Q1 2026, selling an estimated $68.2K and leaving 705 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #90.

Financial Network Wealth Management first reported a position in SPGI in Q1 2021 and has held it in 19 quarters since. The position peaked at $460K in Q3 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Financial Network Wealth Management held 705 shares of S&P Global worth $299K as of Q1 2026.
Financial Network Wealth Management sold 147 S&P Global shares in Q1 2026, an estimated $68.2K.
S&P Global made up 0.09% of Financial Network Wealth Management's portfolio in Q1 2026, its #90 holding.
Financial Network Wealth Management first reported a position in S&P Global in Q1 2021 and has held it in 19 quarters since.
Financial Network Wealth Management's S&P Global position peaked at $460K in Q3 2024.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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