OFO
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OneAscent Family Office’s S&P Global SPGI Stock Holding History

OneAscent Family Office’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 		$238K Sell
559
-11
-2% -$5.11K 0.17% 151
2025
Q4 		$298K Buy
+570
New +$282K 0.2% 115
2025
Q3 		– Sell
-405
Closed -$214K – 166
2025
Q2 		$214K Sell
405
-20
-5% -$9.98K 0.2% 129
2025
Q1 		$216K Buy
+425
New +$217K 0.2% 111

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

OneAscent Family Office's SPGI Position: Q1 2026 in Review

OneAscent Family Office reduced its S&P Global (SPGI) stake by 1.9% in Q1 2026, selling an estimated $5.11K and leaving 559 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #151.

OneAscent Family Office first reported a position in SPGI in Q1 2025 and has held it in 4 quarters since. The position peaked at $298K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • OneAscent Family Office held 559 shares of S&P Global worth $238K as of Q1 2026.
  • OneAscent Family Office sold 11 S&P Global shares in Q1 2026, an estimated $5.11K.
  • S&P Global made up 0.17% of OneAscent Family Office's portfolio in Q1 2026, its #151 holding.
  • OneAscent Family Office first reported a position in S&P Global in Q1 2025 and has held it in 4 quarters since.
  • OneAscent Family Office's S&P Global position peaked at $298K in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.