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Westfuller Advisors’s S&P Global SPGI Stock Holding History

Westfuller 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 		$111K Sell
261
-134
-34% -$62.2K 0.05% 191
2025
Q4 		$207K Sell
395
-16
-4% -$7.92K 0.08% 144
2025
Q3 		$200K Buy
+411
New +$220K 0.09% 150

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

Westfuller Advisors's SPGI Position: Q1 2026 in Review

Westfuller Advisors reduced its S&P Global (SPGI) stake by 34% in Q1 2026, selling an estimated $62.2K and leaving 261 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #191.

Westfuller Advisors first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Westfuller Advisors held 261 shares of S&P Global worth $111K as of Q1 2026.
  • Westfuller Advisors sold 134 S&P Global shares in Q1 2026, an estimated $62.2K.
  • S&P Global made up 0.05% of Westfuller Advisors's portfolio in Q1 2026, its #191 holding.
  • Westfuller Advisors first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's S&P Global position peaked at $207K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.