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

Kingsview 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 		$5.08M Buy
11,955
+373
+3% +$173K 0.07% 293
2025
Q4 		$6.05M Sell
11,582
-21
-0.2% -$10.4K 0.09% 244
2025
Q3 		$5.65M Buy
11,603
+133
+1% +$71.2K 0.09% 239
2025
Q2 		$6.05M Sell
11,470
-9,164
-44% -$4.57M 0.1% 205
2025
Q1 		$10.5M Sell
20,634
-102
-0.5% -$52.1K 0.2% 108
2024
Q4 		$10.3M Buy
20,736
+3
+0% +$1.52K 0.2% 97
2024
Q3 		$10.7M Sell
20,733
-1,361
-6% -$674K 0.23% 83
2024
Q2 		$9.85M Sell
22,094
-188
-0.8% -$80.7K 0.23% 86
2024
Q1 		$9.48M Sell
22,282
-22
-0.1% -$9.54K 0.24% 85
2023
Q4 		$9.83M Buy
22,304
+90
+0.4% +$35.5K 0.29% 74
2023
Q3 		$8.12M Buy
22,214
+17
+0.1% +$6.68K 0.29% 77
2023
Q2 		$8.9M Buy
22,197
+113
+0.5% +$41.3K 0.35% 63
2023
Q1 		$7.61M Sell
22,084
-6
-0% -$2.11K 0.32% 71
2022
Q4 		$7.4M Buy
22,090
+12
+0.1% +$3.96K 0.32% 75
2022
Q3 		$6.74M Buy
22,078
+10
+0% +$3.58K 0.32% 74
2022
Q2 		$7.44M Sell
22,068
-341
-2% -$122K 0.36% 67
2022
Q1 		$9.19M Buy
22,409
+31
+0.1% +$12.6K 0.4% 52
2021
Q4 		$10.6M Sell
22,378
-38
-0.2% -$17.4K 0.44% 45
2021
Q3 		$9.52M Buy
22,416
+60
+0.3% +$26K 0.45% 41
2021
Q2 		$9.21M Buy
22,356
+483
+2% +$186K 0.46% 39
2021
Q1 		$7.93M Buy
21,873
+19,418
+791% +$6.46M 0.45% 44
2020
Q4 		$807K Buy
+2,455
New +$828K 0.06% 326
2020
Q2 		– Sell
-1,800
Closed -$441K – 653
2020
Q1 		$441K Buy
+1,800
New +$494K 0.06% 285

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

Kingsview Wealth Management's SPGI Position: Q1 2026 in Review

Kingsview Wealth Management increased its S&P Global (SPGI) stake by 3.2% in Q1 2026, buying an estimated $173K and bringing the position to 11,955 shares worth $5.08M. The position accounts for 0.07% of the portfolio, ranked #293.

Kingsview Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 23 quarters since. The position peaked at $10.7M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Kingsview Wealth Management held 11,955 shares of S&P Global worth $5.08M as of Q1 2026.
  • Kingsview Wealth Management bought 373 S&P Global shares in Q1 2026, an estimated $173K.
  • S&P Global made up 0.07% of Kingsview Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Kingsview Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 23 quarters since.
  • Kingsview Wealth Management's S&P Global position peaked at $10.7M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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