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 Q1	$650K	Buy	+1,528	New	+$709K	0.07%	140

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

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

Sendero Wealth Management opened a new position in S&P Global (SPGI) in Q1 2026: 1,528 shares worth $650K. The stake represents 0.07% of the portfolio and ranks #140 among its holdings.

2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Sendero Wealth Management held 1,528 shares of S&P Global worth $650K as of Q1 2026.
S&P Global was a new Sendero Wealth Management position in Q1 2026.
S&P Global made up 0.07% of Sendero Wealth Management's portfolio in Q1 2026, its #140 holding.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.