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

Lionshead 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 		– Sell
-438
Closed -$229K – 111
2025
Q4 		$229K Sell
438
-3
-0.7% -$1.48K 0.17% 96
2025
Q3 		$215K Buy
+441
New +$236K 0.17% 98
2025
Q1 		– Sell
-458
Closed -$228K – 113
2024
Q4 		$228K Buy
+458
New +$232K 0.16% 102

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

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

Lionshead Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 438 shares — an estimated $229K sold.

Lionshead Wealth Management first reported a position in SPGI in Q4 2024 and held it in 3 quarters. The position peaked at $229K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Lionshead Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Lionshead Wealth Management sold 438 S&P Global shares in Q1 2026, an estimated $229K.
  • Lionshead Wealth Management first reported a position in S&P Global in Q4 2024 and held it in 3 quarters.
  • Lionshead Wealth Management's S&P Global position peaked at $229K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.