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Twin Peaks Wealth Advisors’s S&P Global SPGI Stock Holding History

Twin Peaks Wealth 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 		$121K Buy
+285
New +$132K 0.03% 256
2025
Q3 		– Sell
-200
Closed -$112K – 1827
2025
Q2 		$112K Buy
+200
New +$99.8K 0.04% 220

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

Twin Peaks Wealth Advisors's SPGI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in S&P Global (SPGI) in Q1 2026: 285 shares worth $121K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SPGI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SPGI in Q2 2025 and has held it in 2 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 285 shares of S&P Global worth $121K as of Q1 2026.
  • S&P Global was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • S&P Global made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #256 holding.
  • Twin Peaks Wealth Advisors first reported a position in S&P Global in Q2 2025 and has held it in 2 quarters since.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.