TRB Wealth Management’s S&P Global SPGI Stock Holding History

TRB 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 Q2	$551K	Buy	1,352 +277	+26%	+$117K	0.07%	138
2026 Q1	$457K	Buy	+1,075	New	+$499K	0.07%	145

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TRB Wealth Management's SPGI Position: Q2 2026 in Review

TRB Wealth Management increased its S&P Global (SPGI) stake by 26% in Q2 2026, buying an estimated $117K and bringing the position to 1,352 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #138.

TRB Wealth Management first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

TRB Wealth Management held 1,352 shares of S&P Global worth $551K as of Q2 2026.
TRB Wealth Management bought 277 S&P Global shares in Q2 2026, an estimated $117K.
S&P Global made up 0.07% of TRB Wealth Management's portfolio in Q2 2026, its #138 holding.
TRB Wealth Management first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.