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

Positano 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
Q2 		$16.7K Hold
41
– – 0.01% 23
2026
Q1 		$17.4K Buy
41
+30
+273% +$13.9K 0.01% 23
2025
Q4 		$5.75K Buy
+11
New +$5.44K ﹤0.01% 21

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Positano Wealth Management's SPGI Position: Q2 2026 in Review

Positano Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 41 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #23.

Positano Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.4K in Q1 2026. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Positano Wealth Management held 41 shares of S&P Global worth $16.7K as of Q2 2026.
  • Positano Wealth Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Positano Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Positano Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Positano Wealth Management's S&P Global position peaked at $17.4K in Q1 2026.
  • 1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Positano Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.