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

River 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
Q1 		$1.1M Sell
2,594
-25
-1% -$11.6K 0.13% 104
2025
Q4 		$1.37M Sell
2,619
-165
-6% -$81.6K 0.15% 95
2025
Q3 		$1.36M Hold
2,784
– – 0.16% 97
2025
Q2 		$1.47M Sell
2,784
-38
-1% -$19K 0.18% 96
2025
Q1 		$1.43M Sell
2,822
-169
-6% -$86.4K 0.2% 90
2024
Q4 		$1.49M Sell
2,991
-73
-2% -$37K 0.2% 93
2024
Q3 		$1.58M Sell
3,064
-134
-4% -$66.3K 0.21% 96
2024
Q2 		$1.43M Buy
3,198
+5
+0.2% +$2.15K 0.2% 94
2024
Q1 		$1.36M Sell
3,193
-29
-0.9% -$12.6K 0.2% 97
2023
Q4 		$1.42M Sell
3,222
-70
-2% -$27.6K 0.23% 95
2023
Q3 		$1.2M Sell
3,292
-108
-3% -$42.5K 0.22% 99
2023
Q2 		$1.36M Sell
3,400
-286
-8% -$104K 0.23% 99
2023
Q1 		$1.27M Sell
3,686
-10
-0.3% -$3.52K 0.23% 103
2022
Q4 		$1.24M Sell
3,696
-18
-0.5% -$5.93K 0.24% 101
2022
Q3 		$1.13M Sell
3,714
-105
-3% -$37.6K 0.24% 95
2022
Q2 		$1.29M Sell
3,819
-334
-8% -$119K 0.24% 96
2022
Q1 		$1.7M Sell
4,153
-35
-0.8% -$14.3K 0.27% 86
2021
Q4 		$1.98M Sell
4,188
-95
-2% -$43.5K 0.31% 83
2021
Q3 		$1.82M Sell
4,283
-252
-6% -$109K 0.31% 81
2021
Q2 		$1.86M Sell
4,535
-112
-2% -$43K 0.33% 80
2021
Q1 		$1.64M Sell
4,647
-115
-2% -$38.3K 0.31% 85
2020
Q4 		$1.56M Sell
4,762
-72
-1% -$24.3K 0.34% 76
2020
Q3 		$1.74M Sell
4,834
-164
-3% -$57.9K 0.45% 64
2020
Q2 		$1.65M Buy
4,998
+195
+4% +$58.6K 0.5% 61
2020
Q1 		$1.18M Sell
4,803
-319
-6% -$87.5K 0.47% 66
2019
Q4 		$1.4M Sell
5,122
-366
-7% -$95.1K 0.47% 67
2019
Q3 		$1.34M Sell
5,488
-297
-5% -$74.2K 0.51% 66
2019
Q2 		$1.32M Sell
5,785
-30
-0.5% -$6.55K 0.51% 65
2019
Q1 		$1.22M Sell
5,815
-130
-2% -$25.2K 0.51% 68
2018
Q4 		$1.01M Sell
5,945
-505
-8% -$90.5K 0.45% 70
2018
Q3 		$1.26M Sell
6,450
-342
-5% -$70.6K 0.46% 72
2018
Q2 		$1.39M Sell
6,792
-89
-1% -$17.6K 0.54% 63
2018
Q1 		$1.31M Sell
6,881
-15
-0.2% -$2.77K 0.55% 67
2017
Q4 		$1.17M Sell
6,896
-144
-2% -$23.5K 0.49% 75
2017
Q3 		$1.1M Sell
7,040
-49
-0.7% -$7.45K 0.5% 76
2017
Q2 		$1.03M Sell
7,089
-34
-0.5% -$4.72K 0.48% 75
2017
Q1 		$931K Sell
7,123
-435
-6% -$54.1K 0.45% 79
2016
Q4 		$813K Sell
7,558
-28
-0.4% -$3.35K 0.41% 85
2016
Q3 		$960K Sell
7,586
-404
-5% -$48.5K 0.53% 69
2016
Q2 		$857K Buy
+7,990
New +$857K 0.49% 73

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

River Wealth Advisors's SPGI Position: Q1 2026 in Review

River Wealth Advisors reduced its S&P Global (SPGI) stake by 0.95% in Q1 2026, selling an estimated $11.6K and leaving 2,594 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #104.

River Wealth Advisors first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.98M in Q4 2021. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • River Wealth Advisors held 2,594 shares of S&P Global worth $1.1M as of Q1 2026.
  • River Wealth Advisors sold 25 S&P Global shares in Q1 2026, an estimated $11.6K.
  • S&P Global made up 0.13% of River Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • River Wealth Advisors first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • River Wealth Advisors's S&P Global position peaked at $1.98M in Q4 2021.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.