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

Rialto 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 		$18.7K Buy
44
+14
+47% +$6.5K ﹤0.01% 393
2025
Q4 		$15.7K Sell
30
-1
-3% -$495 ﹤0.01% 391
2025
Q3 		$15.1K Hold
31
– – ﹤0.01% 379
2025
Q2 		$16.3K Buy
31
+2
+7% +$998 ﹤0.01% 376
2025
Q1 		$14.7K Buy
+29
New +$14.8K ﹤0.01% 373

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

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

Rialto Wealth Management increased its S&P Global (SPGI) stake by 47% in Q1 2026, buying an estimated $6.5K and bringing the position to 44 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Rialto Wealth Management first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Rialto Wealth Management held 44 shares of S&P Global worth $18.7K as of Q1 2026.
  • Rialto Wealth Management bought 14 S&P Global shares in Q1 2026, an estimated $6.5K.
  • S&P Global made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #393 holding.
  • Rialto Wealth Management first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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