JRPIM
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Journey Retirement Planning & Investment Management’s S&P Global SPGI Stock Holding History

Journey Retirement Planning & Investment 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 		– Sell
-456
Closed -$239K – 222
2025
Q4 		$239K Buy
+456
New +$226K 0.05% 226

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $484B AUM 34.9% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPGI Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 456 shares — an estimated $239K sold.

Journey Retirement Planning & Investment Management first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 456 S&P Global shares in Q1 2026, an estimated $239K.
  • Journey Retirement Planning & Investment Management first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's S&P Global position peaked at $239K in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.