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Perigon Wealth Management’s S&P Global SPGI Stock Holding History

Perigon Wealth Management’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 		$2.03M Buy
4,773
+143
+3% +$66.4K 0.04% 376
2025
Q4 		$2.42M Buy
4,630
+615
+15% +$304K 0.04% 335
2025
Q3 		$1.95M Sell
4,015
-192
-5% -$103K 0.04% 359
2025
Q2 		$2.22M Sell
4,207
-110
-3% -$54.9K 0.05% 313
2025
Q1 		$2.19M Sell
4,317
-190
-4% -$97.1K 0.06% 290
2024
Q4 		$2.28M Sell
4,507
-157
-3% -$79.7K 0.06% 289
2024
Q3 		$2.41M Sell
4,664
-102
-2% -$50.5K 0.06% 262
2024
Q2 		$2.13M Buy
4,766
+152
+3% +$65.2K 0.06% 247
2024
Q1 		$1.96M Buy
4,614
+1,575
+52% +$683K 0.06% 249
2023
Q4 		$1.34M Buy
3,039
+245
+9% +$96.7K 0.04% 289
2023
Q3 		$1.02M Sell
2,794
-139
-5% -$54.7K 0.04% 304
2023
Q2 		$1.18M Sell
2,933
-688
-19% -$251K 0.05% 281
2023
Q1 		$1.25M Sell
3,621
-9
-0.2% -$3.17K 0.07% 234
2022
Q4 		$1.22M Buy
3,630
+600
+20% +$198K 0.08% 236
2022
Q3 		$925K Buy
3,030
+385
+15% +$138K 0.08% 215
2022
Q2 		$891K Buy
2,645
+38
+1% +$13.5K 0.07% 221
2022
Q1 		$1.07M Buy
2,607
+380
+17% +$155K 0.08% 220
2021
Q4 		$1.05M Buy
2,227
+183
+9% +$83.7K 0.08% 218
2021
Q3 		$869K Buy
2,044
+28
+1% +$12.1K 0.08% 219
2021
Q2 		$828K Buy
2,016
+11
+0.5% +$4.23K 0.07% 227
2021
Q1 		$708K Buy
2,005
+38
+2% +$12.6K 0.07% 234
2020
Q4 		$647K Buy
1,967
+60
+3% +$20.2K 0.08% 207
2020
Q3 		$688K Buy
1,907
+10
+0.5% +$3.53K 0.1% 170
2020
Q2 		$625K Buy
1,897
+2
+0.1% +$601 0.1% 163
2020
Q1 		$537K Buy
+1,895
New +$520K 0.1% 160

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

Perigon Wealth Management's SPGI Position: Q1 2026 in Review

Perigon Wealth Management increased its S&P Global (SPGI) stake by 3.1% in Q1 2026, buying an estimated $66.4K and bringing the position to 4,773 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #376.

Perigon Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.42M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Perigon Wealth Management held 4,773 shares of S&P Global worth $2.03M as of Q1 2026.
  • Perigon Wealth Management bought 143 S&P Global shares in Q1 2026, an estimated $66.4K.
  • S&P Global made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #376 holding.
  • Perigon Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 25 quarters since.
  • Perigon Wealth Management's S&P Global position peaked at $2.42M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.