Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s S&P Global SPGI Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$911K Buy
2,309
+71
+3% +$30K 0.06% 178
2026
Q2 		$911K Buy
2,238
+49
+2% +$20.7K 0.08% 139
2026
Q1 		$931K Buy
2,189
+157
+8% +$72.9K 0.1% 113
2025
Q4 		$1.06M Buy
+2,032
New +$1.01M 0.14% 92
2025
Q3 		– Sell
-1,940
Closed -$1.02M – 612
2025
Q2 		$1.02M Buy
+1,940
New +$968K 0.26% 88

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPGI Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its S&P Global (SPGI) stake by 3.2% in Q3 2026, buying an estimated $30K and bringing the position to 2,309 shares worth $911K. The position accounts for 0.06% of the portfolio, ranked #178.

Summit Wealth Group (Colorado) first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Summit Wealth Group (Colorado) held 2,309 shares of S&P Global worth $911K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 71 S&P Global shares in Q3 2026, an estimated $30K.
  • S&P Global made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #178 holding.
  • Summit Wealth Group (Colorado) first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s S&P Global position peaked at $1.06M in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.