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Sunbelt Securities’s S&P Global SPGI Stock Holding History

Sunbelt Securities’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 		$65K Buy
153
+12
+9% +$5.57K ﹤0.01% 962
2025
Q4 		$73.5K Buy
141
+3
+2% +$1.48K ﹤0.01% 894
2025
Q3 		$67K Sell
138
-821
-86% -$440K ﹤0.01% 931
2025
Q2 		$478K Buy
959
+855
+822% +$427K 0.04% 362
2025
Q1 		$52.6K Sell
104
-855
-89% -$437K ﹤0.01% 892
2024
Q4 		$478K Sell
959
-122
-11% -$61.9K 0.04% 363
2024
Q3 		$559K Sell
1,081
-7
-0.6% -$3.46K 0.05% 328
2024
Q2 		$485K Sell
1,088
-45
-4% -$19.3K 0.05% 346
2024
Q1 		$482K Sell
1,133
-30
-3% -$13K 0.05% 332
2023
Q4 		$512K Sell
1,163
-44
-4% -$17.4K 0.06% 299
2023
Q3 		$441K Sell
1,207
-22
-2% -$8.65K 0.06% 309
2023
Q2 		$493K Buy
1,229
+28
+2% +$10.2K 0.07% 281
2023
Q1 		$410K Buy
1,201
+6
+0.5% +$2.11K 0.07% 291
2022
Q4 		$400K Sell
1,195
-92
-7% -$30.3K 0.08% 286
2022
Q3 		$393K Sell
1,287
-113
-8% -$40.4K 0.08% 280
2022
Q2 		$472K Sell
1,400
-27
-2% -$9.63K 0.1% 250
2022
Q1 		$598K Sell
1,427
-117
-8% -$47.7K 0.11% 217
2021
Q4 		$617K Buy
1,544
+267
+21% +$122K 0.1% 225
2021
Q3 		$529K Hold
1,277
– – 0.1% 243
2021
Q2 		$529K Buy
1,277
+25
+2% +$9.61K 0.1% 243
2021
Q1 		$442K Hold
1,252
– – 0.09% 262
2020
Q4 		$412K Sell
1,252
-220
-15% -$74.2K 0.09% 261
2020
Q3 		$531K Sell
1,472
-42
-3% -$14.8K 0.15% 180
2020
Q2 		$499K Buy
+1,514
New +$455K 0.17% 154
2020
Q1 		– Sell
-975
Closed -$266K – 615
2019
Q4 		$266K Sell
975
-28
-3% -$7.28K 0.03% 471
2019
Q3 		$242K Buy
+1,003
New +$251K 0.03% 473

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

Sunbelt Securities's SPGI Position: Q1 2026 in Review

Sunbelt Securities increased its S&P Global (SPGI) stake by 8.5% in Q1 2026, buying an estimated $5.57K and bringing the position to 153 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Sunbelt Securities first reported a position in SPGI in Q3 2019 and has held it in 26 quarters since. The position peaked at $617K in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sunbelt Securities held 153 shares of S&P Global worth $65K as of Q1 2026.
  • Sunbelt Securities bought 12 S&P Global shares in Q1 2026, an estimated $5.57K.
  • S&P Global made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #962 holding.
  • Sunbelt Securities first reported a position in S&P Global in Q3 2019 and has held it in 26 quarters since.
  • Sunbelt Securities's S&P Global position peaked at $617K in Q4 2021.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.