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

Sendero 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 		$1.9M Buy
4,663
+3,135
+205% +$1.32M 0.19% 82
2026
Q1 		$650K Buy
+1,528
New +$709K 0.07% 140

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sendero Wealth Management's SPGI Position: Q2 2026 in Review

Sendero Wealth Management increased its S&P Global (SPGI) stake by 205% in Q2 2026, buying an estimated $1.32M and bringing the position to 4,663 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #82.

Sendero Wealth Management first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sendero Wealth Management held 4,663 shares of S&P Global worth $1.9M as of Q2 2026.
  • Sendero Wealth Management bought 3,135 S&P Global shares in Q2 2026, an estimated $1.32M.
  • S&P Global made up 0.19% of Sendero Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Sendero Wealth Management first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.