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Yukon Wealth Management’s S&P Global SPGI Stock Holding History

Yukon Wealth Management’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 		$205K Buy
+503
New +$212K 0.06% 127
2025
Q4 		– Sell
-482
Closed -$235K – 121
2025
Q3 		$235K Buy
482
+4
+0.8% +$2.14K 0.08% 116
2025
Q2 		$252K Buy
478
+12
+3% +$5.99K 0.09% 104
2025
Q1 		$237K Buy
+466
New +$238K 0.1% 97

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

Yukon Wealth Management's SPGI Position: Q2 2026 in Review

Yukon Wealth Management opened a new position in S&P Global (SPGI) in Q2 2026: 503 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in SPGI as recently as Q3 2025.

Yukon Wealth Management first reported a position in SPGI in Q1 2025 and has held it in 4 quarters since. The position peaked at $252K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Yukon Wealth Management held 503 shares of S&P Global worth $205K as of Q2 2026.
  • S&P Global was a new Yukon Wealth Management position in Q2 2026.
  • S&P Global made up 0.06% of Yukon Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Yukon Wealth Management first reported a position in S&P Global in Q1 2025 and has held it in 4 quarters since.
  • Yukon Wealth Management's S&P Global position peaked at $252K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.