SEA
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Stegent Equity Advisors’s S&P Global SPGI Stock Holding History

Stegent Equity 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 		– Sell
-679
Closed -$355K – 121
2025
Q4 		$355K Buy
679
+188
+38% +$93K 0.28% 87
2025
Q3 		$239K Sell
491
-321
-40% -$172K 0.19% 103
2025
Q2 		$428K Buy
812
+153
+23% +$76.4K 0.38% 84
2025
Q1 		$335K Buy
659
+20
+3% +$10.2K 0.34% 82
2024
Q4 		$318K Buy
639
+82
+15% +$41.6K 0.32% 74
2024
Q3 		$288K Sell
557
-91
-14% -$45K 0.32% 75
2024
Q2 		$289K Sell
648
-38
-6% -$16.3K 0.3% 66
2024
Q1 		$292K Buy
+686
New +$297K 0.3% 72

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Stegent Equity Advisors's SPGI Position: Q1 2026 in Review

Stegent Equity Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 679 shares — an estimated $355K sold.

Stegent Equity Advisors first reported a position in SPGI in Q1 2024 and held it in 8 quarters. The position peaked at $428K in Q2 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Stegent Equity Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 679 S&P Global shares in Q1 2026, an estimated $355K.
  • Stegent Equity Advisors first reported a position in S&P Global in Q1 2024 and held it in 8 quarters.
  • Stegent Equity Advisors's S&P Global position peaked at $428K in Q2 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.