Focus Partners Wealth
SPGI icon

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

Focus Partners 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 		$123M Buy
288,357
+104,481
+57% +$48.5M 0.14% 157
2025
Q4 		$96.1M Buy
183,876
+3,940
+2% +$1.95M 0.11% 185
2025
Q3 		$87.6M Sell
179,936
-2,287
-1% -$1.22M 0.14% 142
2025
Q2 		$96.1M Buy
182,223
+2,177
+1% +$1.09M 0.21% 104
2025
Q1 		$91.5M Sell
180,046
-36,186
-17% -$18.5M 0.23% 94
2024
Q4 		$108M Buy
216,232
+53,210
+33% +$27M 0.28% 72
2024
Q3 		$84.2M Sell
163,022
-77,375
-32% -$38.3M 0.27% 81
2024
Q2 		$107M Buy
240,397
+233,466
+3,368% +$100M 0.36% 67
2024
Q1 		$2.95M Buy
6,931
+4,460
+180% +$1.93M 0.02% 422
2023
Q4 		$1.09M Buy
+2,471
New +$975K 0.01% 439

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

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

Focus Partners Wealth increased its S&P Global (SPGI) stake by 57% in Q1 2026, buying an estimated $48.5M and bringing the position to 288,357 shares worth $123M. The position accounts for 0.14% of the portfolio, ranked #157.

Focus Partners Wealth first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Focus Partners Wealth held 288,357 shares of S&P Global worth $123M as of Q1 2026.
  • Focus Partners Wealth bought 104,481 S&P Global shares in Q1 2026, an estimated $48.5M.
  • S&P Global made up 0.14% of Focus Partners Wealth's portfolio in Q1 2026, its #157 holding.
  • Focus Partners Wealth first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.