Jackson Thornton Wealth Management
SPGI icon

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

Jackson Thornton 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
Q3 		$428K Sell
1,084
-96
-8% -$40.6K 0.03% 172
2026
Q2 		$481K Buy
1,180
+253
+27% +$107K 0.04% 160
2026
Q1 		$385K Buy
+927
New +$430K 0.03% 140

Other funds holding SPGI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Jackson Thornton Wealth Management's SPGI Position: Q3 2026 in Review

Jackson Thornton Wealth Management reduced its S&P Global (SPGI) stake by 8.1% in Q3 2026, selling an estimated $40.6K and leaving 1,084 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #172.

Jackson Thornton Wealth Management first reported a position in SPGI in Q1 2026 and has held it in 3 quarters since. The position peaked at $481K in Q2 2026. 1,452 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Jackson Thornton Wealth Management held 1,084 shares of S&P Global worth $428K as of Q3 2026.
  • Jackson Thornton Wealth Management sold 96 S&P Global shares in Q3 2026, an estimated $40.6K.
  • S&P Global made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Jackson Thornton Wealth Management first reported a position in S&P Global in Q1 2026 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's S&P Global position peaked at $481K in Q2 2026.
  • 1,452 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.