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Ancora Advisors’s S&P Global SPGI Stock Holding History

Ancora Advisors’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 		$853K Buy
2,004
+1,729
+629% +$803K 0.02% 427
2025
Q4 		$144K Buy
275
+102
+59% +$50.5K ﹤0.01% 823
2025
Q3 		$84.4K Hold
173
– – ﹤0.01% 907
2025
Q2 		$91.4K Sell
173
-1
-0.6% -$499 ﹤0.01% 897
2025
Q1 		$88.6K Hold
174
– – ﹤0.01% 893
2024
Q4 		$86.9K Buy
174
+4
+2% +$2.03K ﹤0.01% 878
2024
Q3 		$88K Buy
170
+2
+1% +$990 ﹤0.01% 857
2024
Q2 		$75.1K Hold
168
– – ﹤0.01% 861
2024
Q1 		$71.6K Sell
168
-64
-28% -$27.7K ﹤0.01% 874
2023
Q4 		$102K Hold
232
– – ﹤0.01% 794
2023
Q3 		$84.9K Buy
232
+64
+38% +$25.2K ﹤0.01% 812
2023
Q2 		$67.5K Buy
168
+5
+3% +$1.83K ﹤0.01% 846
2023
Q1 		$56.2K Sell
163
-64
-28% -$22.5K ﹤0.01% 887
2022
Q4 		$76K Buy
227
+3
+1% +$989 ﹤0.01% 883
2022
Q3 		$68K Sell
224
-11
-5% -$3.94K ﹤0.01% 1000
2022
Q2 		$79K Buy
235
+71
+43% +$25.3K ﹤0.01% 1036
2022
Q1 		$67K Sell
164
-10
-6% -$4.07K ﹤0.01% 1142
2021
Q4 		$82K Hold
174
– – ﹤0.01% 1090
2021
Q3 		$74K Buy
174
+73
+72% +$31.6K ﹤0.01% 1067
2021
Q2 		$41K Buy
+101
New +$38.8K ﹤0.01% 1164
2020
Q4 		– Sell
-18
Closed -$6K – 1527
2020
Q3 		$6K Sell
18
-82
-82% -$28.9K ﹤0.01% 1218
2020
Q2 		$33K Hold
100
– – ﹤0.01% 910
2020
Q1 		$25K Buy
+100
New +$27.4K ﹤0.01% 1018

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ancora Advisors's SPGI Position: Q1 2026 in Review

Ancora Advisors increased its S&P Global (SPGI) stake by 629% in Q1 2026, buying an estimated $803K and bringing the position to 2,004 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #427.

Ancora Advisors first reported a position in SPGI in Q1 2020 and has held it in 23 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Ancora Advisors held 2,004 shares of S&P Global worth $853K as of Q1 2026.
  • Ancora Advisors bought 1,729 S&P Global shares in Q1 2026, an estimated $803K.
  • S&P Global made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #427 holding.
  • Ancora Advisors first reported a position in S&P Global in Q1 2020 and has held it in 23 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.