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Kingswood Wealth Advisors’s S&P Global SPGI Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$227K Sell
557
-112
-17% -$47.3K 0.01% 906
2026
Q1 		$285K Buy
669
+132
+25% +$61.3K 0.01% 732
2025
Q4 		$281K Sell
537
-732
-58% -$362K 0.01% 704
2025
Q3 		$618K Sell
1,269
-94
-7% -$50.3K 0.04% 429
2025
Q2 		$719K Sell
1,363
-282
-17% -$141K 0.06% 325
2025
Q1 		$836K Sell
1,645
-457
-22% -$234K 0.08% 286
2024
Q4 		$1.05M Buy
2,102
+1,193
+131% +$605K 0.08% 263
2024
Q3 		$470K Sell
909
-219
-19% -$108K 0.03% 466
2024
Q2 		$503K Buy
1,128
+81
+8% +$34.8K 0.05% 387
2024
Q1 		$445K Buy
1,047
+145
+16% +$62.8K 0.05% 378
2023
Q4 		$397K Buy
+902
New +$356K 0.05% 399

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

Kingswood Wealth Advisors's SPGI Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its S&P Global (SPGI) stake by 17% in Q2 2026, selling an estimated $47.3K and leaving 557 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #906.

Kingswood Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Kingswood Wealth Advisors held 557 shares of S&P Global worth $227K as of Q2 2026.
  • Kingswood Wealth Advisors sold 112 S&P Global shares in Q2 2026, an estimated $47.3K.
  • S&P Global made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #906 holding.
  • Kingswood Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's S&P Global position peaked at $1.05M in Q4 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.