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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
2022
Q1 		– Sell
-400
Closed -$154K – 1001
2021
Q4 		$154K Buy
+400
New +$183K 0.01% 877

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.