TrueNorth Wealth & Impact, LLC’s S&P Global SPGI Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$525K	Buy	+1,332	New	+$564K	0.2%	78

Other funds holding SPGI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's SPGI Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in S&P Global (SPGI) in Q3 2026: 1,332 shares worth $525K. The stake represents 0.2% of the portfolio and ranks #78 among its holdings.

1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 1,332 shares of S&P Global worth $525K as of Q3 2026.
S&P Global was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
S&P Global made up 0.2% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #78 holding.
1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.