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Regent Peak Wealth Advisors’s S&P Global SPGI Stock Holding History

Regent Peak 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 		$424K Buy
1,040
+22
+2% +$9.29K 0.08% 115
2026
Q1 		$433K Sell
1,018
-19
-2% -$8.82K 0.09% 103
2025
Q4 		$542K Buy
1,037
+11
+1% +$5.44K 0.11% 84
2025
Q3 		$499K Buy
+1,026
New +$549K 0.1% 89
2025
Q1 		$522K Sell
1,027
-9
-0.9% -$4.6K 0.12% 78
2024
Q4 		$516K Buy
1,036
+18
+2% +$9.13K 0.12% 82
2024
Q3 		$526K Buy
1,018
+14
+1% +$6.93K 0.12% 85
2024
Q2 		$448K Buy
1,004
+23
+2% +$9.87K 0.1% 94
2024
Q1 		$417K Buy
981
+15
+2% +$6.5K 0.11% 95
2023
Q4 		$426K Buy
966
+11
+1% +$4.34K 0.12% 88
2023
Q3 		$349K Buy
955
+26
+3% +$10.2K 0.11% 98
2023
Q2 		$372K Buy
929
+14
+2% +$5.12K 0.11% 93
2023
Q1 		$315K Buy
915
+17
+2% +$5.98K 0.1% 102
2022
Q4 		$301K Sell
898
-29
-3% -$9.56K 0.1% 116
2022
Q3 		$283K Buy
927
+6
+0.7% +$2.15K 0.1% 120
2022
Q2 		$310K Sell
921
-25
-3% -$8.91K 0.1% 116
2022
Q1 		$388K Buy
946
+260
+38% +$106K 0.11% 106
2021
Q4 		$324K Buy
686
+20
+3% +$9.15K 0.09% 122
2021
Q3 		$283K Buy
666
+6
+0.9% +$2.6K 0.08% 134
2021
Q2 		$283K Buy
660
+21
+3% +$8.07K 0.08% 133
2021
Q1 		$225K Buy
639
+33
+5% +$11K 0.07% 140
2020
Q4 		$199K Buy
606
+8
+1% +$2.7K 0.07% 141
2020
Q3 		$216K Buy
+598
New +$211K 0.09% 118

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Regent Peak Wealth Advisors's SPGI Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its S&P Global (SPGI) stake by 2.2% in Q2 2026, buying an estimated $9.29K and bringing the position to 1,040 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #115.

Regent Peak Wealth Advisors first reported a position in SPGI in Q3 2020 and has held it in 23 quarters since. The position peaked at $542K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,040 shares of S&P Global worth $424K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 22 S&P Global shares in Q2 2026, an estimated $9.29K.
  • S&P Global made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Regent Peak Wealth Advisors first reported a position in S&P Global in Q3 2020 and has held it in 23 quarters since.
  • Regent Peak Wealth Advisors's S&P Global position peaked at $542K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.