MBL Wealth
SPGI icon

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
Q3 		$267K Buy
+678
New +$287K 0.02% 509
2026
Q2 		– Sell
-657
Closed -$279K – 409
2026
Q1 		$279K Buy
+657
New +$305K 0.02% 271

Other funds holding SPGI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

MBL Wealth's SPGI Position: Q3 2026 in Review

MBL Wealth opened a new position in S&P Global (SPGI) in Q3 2026: 678 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #509 among its holdings. This is a return to the name: MBL Wealth previously reported a position in SPGI as recently as Q1 2026.

MBL Wealth first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $279K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • MBL Wealth held 678 shares of S&P Global worth $267K as of Q3 2026.
  • S&P Global was a new MBL Wealth position in Q3 2026.
  • S&P Global made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #509 holding.
  • MBL Wealth first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • MBL Wealth's S&P Global position peaked at $279K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.