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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
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 – 427
2025
Q2 		$1.02M Buy
+1,940
New +$968K 0.26% 88

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPGI Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its S&P Global (SPGI) stake by 7.7% in Q1 2026, buying an estimated $72.9K and bringing the position to 2,189 shares worth $931K. The position accounts for 0.1% of the portfolio, ranked #113.

Summit Wealth Group (Colorado) first reported a position in SPGI in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,189 shares of S&P Global worth $931K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 157 S&P Global shares in Q1 2026, an estimated $72.9K.
  • S&P Global made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #113 holding.
  • Summit Wealth Group (Colorado) first reported a position in S&P Global in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s S&P Global position peaked at $1.06M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.