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

Rench 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 		$1.37M Buy
3,355
+180
+6% +$76K 0.37% 42
2026
Q1 		$1.35M Buy
3,175
+916
+41% +$425K 0.41% 41
2025
Q4 		$1.18M Buy
2,259
+1,807
+400% +$894K 0.34% 42
2025
Q3 		$220K Buy
+452
New +$242K 0.06% 55

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

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

Rench Wealth Management increased its S&P Global (SPGI) stake by 5.7% in Q2 2026, buying an estimated $76K and bringing the position to 3,355 shares worth $1.37M. The position accounts for 0.37% of the portfolio, ranked #42.

Rench Wealth Management first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Rench Wealth Management held 3,355 shares of S&P Global worth $1.37M as of Q2 2026.
  • Rench Wealth Management bought 180 S&P Global shares in Q2 2026, an estimated $76K.
  • S&P Global made up 0.37% of Rench Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Rench Wealth Management first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Rench Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.