Next Level Wealth Planning’s S&P Global SPGI Stock Holding History

Next Level Wealth Planning’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	$45.8K	Buy	+116	New	+$49.1K	0.02%	178

Other funds holding SPGI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's SPGI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in S&P Global (SPGI) in Q3 2026: 116 shares worth $45.8K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

1,075 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Next Level Wealth Planning held 116 shares of S&P Global worth $45.8K as of Q3 2026.
S&P Global was a new Next Level Wealth Planning position in Q3 2026.
S&P Global made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #178 holding.
1,075 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.