Alpha Family Trust’s S&P Global SPGI Stock Holding History

Alpha Family Trust’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 Q1	$391K	Hold	920	–	–	0.19%	96
2025 Q4	$481K	Hold	920	–	–	0.22%	80
2025 Q3	$448K	Hold	920	–	–	0.21%	83
2025 Q2	$485K	Hold	920	–	–	0.24%	77
2025 Q1	$467K	Hold	920	–	–	0.27%	70
2024 Q4	$458K	Hold	920	–	–	0.26%	63
2024 Q3	$475K	Hold	920	–	–	0.27%	67
2024 Q2	$410K	Hold	920	–	–	0.24%	72
2024 Q1	$391K	Hold	920	–	–	0.24%	76
2023 Q4	$405K	Hold	920	–	–	0.27%	70
2023 Q3	$336K	Hold	920	–	–	0.26%	75
2023 Q2	$369K	Hold	920	–	–	0.26%	65
2023 Q1	$317K	Sell	920 -120	-12%	-$42.2K	0.25%	77
2022 Q4	$348K	Buy	+1,040	New	+$343K	0.31%	69

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alpha Family Trust's SPGI Position: Q1 2026 in Review

Alpha Family Trust held its S&P Global (SPGI) position steady in Q1 2026 at 920 shares worth $391K. The position accounts for 0.19% of the portfolio, ranked #96.

Alpha Family Trust first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $485K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Alpha Family Trust held 920 shares of S&P Global worth $391K as of Q1 2026.
Alpha Family Trust left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.19% of Alpha Family Trust's portfolio in Q1 2026, its #96 holding.
Alpha Family Trust first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's S&P Global position peaked at $485K in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.