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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
Q2 		– Sell
-285
Closed -$121K – 1905
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Twin Peaks Wealth Advisors's SPGI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 285 shares — an estimated $121K sold.

Twin Peaks Wealth Advisors first reported a position in SPGI in Q2 2025 and held it in 2 quarters. The position peaked at $121K in Q1 2026. 2,025 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 285 S&P Global shares in Q2 2026, an estimated $121K.
  • Twin Peaks Wealth Advisors first reported a position in S&P Global in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's S&P Global position peaked at $121K in Q1 2026.
  • 2,025 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.