LeConte Wealth Management
SPGI icon

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

LeConte 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
Q3 		$225K Buy
+570
New +$241K 0.12% 162
2026
Q1 		– Sell
-511
Closed -$267K – 163
2025
Q4 		$267K Buy
511
+20
+4% +$9.9K 0.17% 92
2025
Q3 		$239K Buy
491
+37
+8% +$19.8K 0.16% 105
2025
Q2 		$239K Buy
+454
New +$227K 0.16% 87

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LeConte Wealth Management's SPGI Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in S&P Global (SPGI) in Q3 2026: 570 shares worth $225K. The stake represents 0.12% of the portfolio and ranks #162 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in SPGI as recently as Q4 2025.

LeConte Wealth Management first reported a position in SPGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $267K in Q4 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • LeConte Wealth Management held 570 shares of S&P Global worth $225K as of Q3 2026.
  • S&P Global was a new LeConte Wealth Management position in Q3 2026.
  • S&P Global made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #162 holding.
  • LeConte Wealth Management first reported a position in S&P Global in Q2 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's S&P Global position peaked at $267K in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.