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 Q2	–	Sell	-1,300	Closed	-$553K	–	105
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Royal Capital Wealth Management's SPGI Position: Q2 2026 in Review

Royal Capital Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,300 shares — an estimated $553K sold.

Royal Capital Wealth Management first reported a position in SPGI in Q4 2021 and held it in 18 quarters. The position peaked at $685K in Q2 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Royal Capital Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Royal Capital Wealth Management sold 1,300 S&P Global shares in Q2 2026, an estimated $553K.
Royal Capital Wealth Management first reported a position in S&P Global in Q4 2021 and held it in 18 quarters.
Royal Capital Wealth Management's S&P Global position peaked at $685K in Q2 2025.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.