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55 North Private Wealth’s S&P Global SPGI Stock Holding History

55 North Private Wealth’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 		$402K Buy
988
+222
+29% +$93.8K 0.08% 120
2026
Q1 		$326K Sell
766
-64
-8% -$29.7K 0.08% 121
2025
Q4 		$434K Buy
+830
New +$411K 0.11% 86

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

55 North Private Wealth's SPGI Position: Q2 2026 in Review

55 North Private Wealth increased its S&P Global (SPGI) stake by 29% in Q2 2026, buying an estimated $93.8K and bringing the position to 988 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #120.

55 North Private Wealth first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • 55 North Private Wealth held 988 shares of S&P Global worth $402K as of Q2 2026.
  • 55 North Private Wealth bought 222 S&P Global shares in Q2 2026, an estimated $93.8K.
  • S&P Global made up 0.08% of 55 North Private Wealth's portfolio in Q2 2026, its #120 holding.
  • 55 North Private Wealth first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's S&P Global position peaked at $434K in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.