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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
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 $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

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

Rench Wealth Management increased its S&P Global (SPGI) stake by 41% in Q1 2026, buying an estimated $425K and bringing the position to 3,175 shares worth $1.35M. The position accounts for 0.41% of the portfolio, ranked #41.

Rench Wealth Management first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Rench Wealth Management held 3,175 shares of S&P Global worth $1.35M as of Q1 2026.
  • Rench Wealth Management bought 916 S&P Global shares in Q1 2026, an estimated $425K.
  • S&P Global made up 0.41% of Rench Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Rench Wealth Management first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.