MBL Wealth’s S&P Global SPGI Stock Holding History

MBL Wealth’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	–	Sell	-657	Closed	-$279K	–	409
2026 Q1	$279K	Buy	+657	New	+$305K	0.02%	271

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBL Wealth's SPGI Position: Q2 2026 in Review

MBL Wealth sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 657 shares — an estimated $279K sold.

MBL Wealth first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $279K in Q1 2026. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

MBL Wealth reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
MBL Wealth sold 657 S&P Global shares in Q2 2026, an estimated $279K.
MBL Wealth first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
MBL Wealth's S&P Global position peaked at $279K in Q1 2026.
2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.