SEC 13F Intelligence

Bnc Wealth Management, LLC / SPGI

Bnc Wealth Management, LLC’s S&P Global Inc Position

Does Bnc Wealth Management, LLC own S&P Global Inc (SPGI)? Not currently — the last reported position was 10.9K shares worth $6M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2025
Shares
10.9K
% of Portfolio
+1.46%
Quarters Held
7
position exited

Position History SPGI

Reported value by quarter
Q3 ’20: $147,000Q3 ’20Q3 ’24: $4MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202510.9K$6M+1.46%
Q3 202510.5K$5M+1.29%
Q2 202510.3K$5M+1.61%
Q1 202510.4K$5M+1.91%
Q4 20248.6K$4M+1.41%
Q3 20247.8K$4M+1.48%
Q3 2020408$147,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of SPGI.