Pacific Excel Wealth Advisors’s S&P Global SPGI Stock Holding History

Pacific Excel Wealth Advisors’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	$221K	Buy	+542	New	+$229K	0.09%	207

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 $3.38T AUM 44.17% 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

Pacific Excel Wealth Advisors's SPGI Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 542 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #207 among its holdings.

2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Pacific Excel Wealth Advisors held 542 shares of S&P Global worth $221K as of Q2 2026.
S&P Global was a new Pacific Excel Wealth Advisors position in Q2 2026.
S&P Global made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #207 holding.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.