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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kingsview Wealth Management's SPGI Position: Q2 2026 in Review

Kingsview Wealth Management increased its S&P Global (SPGI) stake by 0.57% in Q2 2026, buying an estimated $28.7K and bringing the position to 12,023 shares worth $4.9M. The position accounts for 0.06% of the portfolio, ranked #306.

Kingsview Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 24 quarters since. The position peaked at $10.7M in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Kingsview Wealth Management held 12,023 shares of S&P Global worth $4.9M as of Q2 2026.
  • Kingsview Wealth Management bought 68 S&P Global shares in Q2 2026, an estimated $28.7K.
  • S&P Global made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Kingsview Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's S&P Global position peaked at $10.7M in Q3 2024.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.