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Wilkerson Advisory Group’s S&P Global SPGI Stock Holding History

Wilkerson Advisory Group’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 		$362K Buy
888
+14
+2% +$5.91K 0.11% 76
2026
Q1 		$372K Buy
874
+40
+5% +$18.6K 0.13% 67
2025
Q4 		$436K Buy
+834
New +$413K 0.15% 70

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

Wilkerson Advisory Group's SPGI Position: Q2 2026 in Review

Wilkerson Advisory Group increased its S&P Global (SPGI) stake by 1.6% in Q2 2026, buying an estimated $5.91K and bringing the position to 888 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #76.

Wilkerson Advisory Group first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wilkerson Advisory Group held 888 shares of S&P Global worth $362K as of Q2 2026.
  • Wilkerson Advisory Group bought 14 S&P Global shares in Q2 2026, an estimated $5.91K.
  • S&P Global made up 0.11% of Wilkerson Advisory Group's portfolio in Q2 2026, its #76 holding.
  • Wilkerson Advisory Group first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's S&P Global position peaked at $436K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.