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Newbridge Financial Services Group’s S&P Global SPGI Stock Holding History

Newbridge Financial Services Group’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 		$14.2K Hold
35
– – ﹤0.01% 788
2026
Q1 		$14.8K Hold
35
– – ﹤0.01% 711
2025
Q4 		$18.2K Buy
35
+27
+338% +$13.4K ﹤0.01% 663
2025
Q3 		$3.94K Sell
8
-27
-77% -$14.5K ﹤0.01% 1064
2025
Q2 		$18.3K Sell
35
-1,639
-98% -$818K ﹤0.01% 744
2025
Q1 		$851K Sell
1,674
-47
-3% -$24K 0.21% 93
2024
Q4 		$857K Buy
1,721
+10
+0.6% +$5.07K 0.22% 82
2024
Q3 		$884K Buy
1,711
+1,044
+157% +$517K 0.31% 70
2024
Q2 		$297K Buy
667
+633
+1,862% +$272K 0.11% 134
2024
Q1 		$14.6K Sell
34
-6
-15% -$2.6K 0.01% 681
2023
Q4 		$17.7K Sell
40
-34
-46% -$13.4K 0.01% 615
2023
Q3 		$26.9K Buy
74
+8
+12% +$3.15K 0.01% 574
2023
Q2 		$26.6K Hold
66
– – 0.01% 610
2023
Q1 		$22.8K Hold
66
– – 0.01% 668
2022
Q4 		$22.1K Buy
66
+59
+843% +$19.4K 0.01% 687
2022
Q3 		$2K Hold
7
– – ﹤0.01% 1236
2022
Q2 		$2K Hold
7
– – ﹤0.01% 1218
2022
Q1 		$3K Buy
+7
New +$2.85K ﹤0.01% 1242
2021
Q1 		– Sell
-90
Closed -$30K – 1425
2020
Q4 		$30K Buy
90
+18
+25% +$6.07K 0.02% 450
2020
Q3 		$26K Buy
+72
New +$25.4K 0.03% 441

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

Newbridge Financial Services Group's SPGI Position: Q2 2026 in Review

Newbridge Financial Services Group held its S&P Global (SPGI) position steady in Q2 2026 at 35 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Newbridge Financial Services Group first reported a position in SPGI in Q3 2020 and has held it in 20 quarters since. The position peaked at $884K in Q3 2024. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Newbridge Financial Services Group held 35 shares of S&P Global worth $14.2K as of Q2 2026.
  • Newbridge Financial Services Group left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #788 holding.
  • Newbridge Financial Services Group first reported a position in S&P Global in Q3 2020 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's S&P Global position peaked at $884K in Q3 2024.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.