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S&p Global shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $56k 107 522.59

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Apple Stock (AAPL)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding S&p Global

Vanguard Group
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Wellington Management Company
Wells Fargo & Company
FMR
Northern Trust
Ubs Global Asset Management Americas
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global