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Verdence Capital Advisors’s S&P Global SPGI Stock Holding History

Verdence Capital 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 		$456K Buy
1,073
+11
+1% +$5.11K 0.03% 446
2025
Q4 		$555K Sell
1,062
-1
-0.1% -$495 0.03% 398
2025
Q3 		$528K Buy
1,063
+39
+4% +$20.9K 0.03% 432
2025
Q2 		$540K Sell
1,024
-203
-17% -$101K 0.04% 392
2025
Q1 		$623K Sell
1,227
-143
-10% -$73.1K 0.05% 323
2024
Q4 		$682K Sell
1,370
-39
-3% -$19.8K 0.05% 309
2024
Q3 		$728K Sell
1,409
-46
-3% -$22.8K 0.06% 309
2024
Q2 		$649K Buy
1,455
+33
+2% +$14.2K 0.06% 310
2024
Q1 		$605K Buy
1,422
+63
+5% +$27.3K 0.06% 319
2023
Q4 		$599K Buy
1,359
+55
+4% +$21.7K 0.06% 307
2023
Q3 		$476K Buy
1,304
+188
+17% +$73.9K 0.05% 332
2023
Q2 		$447K Buy
1,116
+68
+6% +$24.8K 0.05% 332
2023
Q1 		$361K Buy
1,048
+100
+11% +$35.2K 0.04% 367
2022
Q4 		$317K Sell
948
-133
-12% -$43.8K 0.04% 368
2022
Q3 		$330K Buy
1,081
+57
+6% +$20.4K 0.05% 351
2022
Q2 		$345K Buy
1,024
+79
+8% +$28.2K 0.04% 350
2022
Q1 		$387K Buy
945
+5
+0.5% +$2.04K 0.04% 352
2021
Q4 		$443K Sell
940
-11
-1% -$5.03K 0.05% 300
2021
Q3 		$404K Buy
951
+94
+11% +$40.7K 0.05% 311
2021
Q2 		$352K Buy
857
+4
+0.5% +$1.54K 0.05% 322
2021
Q1 		$301K Sell
853
-40
-4% -$13.3K 0.05% 356
2020
Q4 		$294K Buy
893
+90
+11% +$30.4K 0.06% 295
2020
Q3 		$290K Buy
803
+20
+3% +$7.06K 0.07% 258
2020
Q2 		$258K Buy
+783
New +$235K 0.06% 268
2020
Q1 		– Sell
-818
Closed -$223K – 341
2019
Q4 		$223K Buy
+818
New +$213K 0.05% 282

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

Verdence Capital Advisors's SPGI Position: Q1 2026 in Review

Verdence Capital Advisors increased its S&P Global (SPGI) stake by 1% in Q1 2026, buying an estimated $5.11K and bringing the position to 1,073 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #446.

Verdence Capital Advisors first reported a position in SPGI in Q4 2019 and has held it in 25 quarters since. The position peaked at $728K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Verdence Capital Advisors held 1,073 shares of S&P Global worth $456K as of Q1 2026.
  • Verdence Capital Advisors bought 11 S&P Global shares in Q1 2026, an estimated $5.11K.
  • S&P Global made up 0.03% of Verdence Capital Advisors's portfolio in Q1 2026, its #446 holding.
  • Verdence Capital Advisors first reported a position in S&P Global in Q4 2019 and has held it in 25 quarters since.
  • Verdence Capital Advisors's S&P Global position peaked at $728K in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.