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Regal Investment Advisors’s S&P Global SPGI Stock Holding History

Regal Investment 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
Q1 		$1.19M Buy
2,796
+192
+7% +$89.1K 0.07% 259
2025
Q4 		$1.36M Buy
2,604
+147
+6% +$72.7K 0.08% 234
2025
Q3 		$1.2M Buy
2,457
+45
+2% +$24.1K 0.08% 233
2025
Q2 		$1.27M Buy
2,412
+120
+5% +$59.9K 0.1% 204
2025
Q1 		$1.16M Sell
2,292
-2,071
-47% -$1.06M 0.09% 201
2024
Q4 		$2.17M Sell
4,363
-43
-1% -$21.8K 0.16% 145
2024
Q3 		$2.28M Sell
4,406
-140
-3% -$69.3K 0.16% 159
2024
Q2 		$2.03M Buy
4,546
+29
+0.6% +$12.4K 0.13% 169
2024
Q1 		$1.92M Buy
4,517
+141
+3% +$61.1K 0.13% 175
2023
Q4 		$1.93M Buy
4,376
+1,749
+67% +$690K 0.15% 158
2023
Q3 		$960K Buy
2,627
+947
+56% +$372K 0.08% 213
2023
Q2 		$673K Buy
1,680
+91
+6% +$33.2K 0.06% 251
2023
Q1 		$548K Buy
1,589
+467
+42% +$164K 0.05% 275
2022
Q4 		$376K Sell
1,122
-18
-2% -$5.93K 0.04% 334
2022
Q3 		$348K Sell
1,140
-5
-0.4% -$1.79K 0.04% 330
2022
Q2 		$386K Buy
1,145
+14
+1% +$4.99K 0.04% 329
2022
Q1 		$464K Sell
1,131
-1,379
-55% -$562K 0.04% 322
2021
Q4 		$1.19M Sell
2,510
-529
-17% -$242K 0.11% 210
2021
Q3 		$1.29M Sell
3,039
-182
-6% -$78.9K 0.13% 170
2021
Q2 		$1.32M Buy
+3,221
New +$1.24M 0.13% 161
2021
Q1 		– Sell
-1,540
Closed -$506K – 365
2020
Q4 		$506K Buy
+1,540
New +$519K 0.06% 284

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

Regal Investment Advisors's SPGI Position: Q1 2026 in Review

Regal Investment Advisors increased its S&P Global (SPGI) stake by 7.4% in Q1 2026, buying an estimated $89.1K and bringing the position to 2,796 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #259.

Regal Investment Advisors first reported a position in SPGI in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.28M in Q3 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Regal Investment Advisors held 2,796 shares of S&P Global worth $1.19M as of Q1 2026.
  • Regal Investment Advisors bought 192 S&P Global shares in Q1 2026, an estimated $89.1K.
  • S&P Global made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #259 holding.
  • Regal Investment Advisors first reported a position in S&P Global in Q4 2020 and has held it in 21 quarters since.
  • Regal Investment Advisors's S&P Global position peaked at $2.28M in Q3 2024.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.