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

Royal Capital 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	$553K	Hold	1,300	–	–	0.34%	47
2025 Q4	$679K	Hold	1,300	–	–	0.4%	40
2025 Q3	$633K	Hold	1,300	–	–	0.39%	42
2025 Q2	$685K	Hold	1,300	–	–	0.46%	41
2025 Q1	$661K	Hold	1,300	–	–	0.46%	40
2024 Q4	$647K	Hold	1,300	–	–	0.45%	39
2024 Q3	$672K	Hold	1,300	–	–	0.47%	35
2024 Q2	$580K	Hold	1,300	–	–	0.44%	40
2024 Q1	$553K	Hold	1,300	–	–	0.43%	41
2023 Q4	$573K	Hold	1,300	–	–	0.5%	39
2023 Q3	$475K	Hold	1,300	–	–	0.46%	43
2023 Q2	$521K	Hold	1,300	–	–	0.49%	40
2023 Q1	$448K	Hold	1,300	–	–	0.45%	45
2022 Q4	$435K	Hold	1,300	–	–	0.46%	43
2022 Q3	$397K	Hold	1,300	–	–	0.46%	48
2022 Q2	$438K	Hold	1,300	–	–	0.48%	47
2022 Q1	$533K	Hold	1,300	–	–	0.52%	47
2021 Q4	$614K	Buy	+1,300	New	+$595K	0.6%	46

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Capital Wealth Management's SPGI Position: Q1 2026 in Review

Royal Capital Wealth Management held its S&P Global (SPGI) position steady in Q1 2026 at 1,300 shares worth $553K. The position accounts for 0.34% of the portfolio, ranked #47.

Royal Capital Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $685K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Royal Capital Wealth Management held 1,300 shares of S&P Global worth $553K as of Q1 2026.
Royal Capital Wealth Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.34% of Royal Capital Wealth Management's portfolio in Q1 2026, its #47 holding.
Royal Capital Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
Royal Capital Wealth Management's S&P Global position peaked at $685K in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.