Annandale Capital’s S&P Global SPGI Stock Holding History

Annandale Capital’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	$1.61M	Buy	+3,777	New	+$1.75M	0.23%	63
2022 Q3	–	Sell	-1,716	Closed	-$578K	–	158
2022 Q2	$578K	Buy	1,716 +803	+88%	+$286K	0.23%	73
2022 Q1	$374K	Buy	913 +11	+1%	+$4.48K	0.15%	85
2021 Q4	$426K	Hold	902	–	–	0.19%	79
2021 Q3	$383K	Hold	902	–	–	0.23%	62
2021 Q2	$370K	Hold	902	–	–	0.22%	67
2021 Q1	$318K	Buy	+902	New	+$300K	0.23%	55

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

Annandale Capital's SPGI Position: Q1 2026 in Review

Annandale Capital opened a new position in S&P Global (SPGI) in Q1 2026: 3,777 shares worth $1.61M. The stake represents 0.23% of the portfolio and ranks #63 among its holdings. This is a return to the name: Annandale Capital previously reported a position in SPGI as recently as Q2 2022.

Annandale Capital first reported a position in SPGI in Q1 2021 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Annandale Capital held 3,777 shares of S&P Global worth $1.61M as of Q1 2026.
S&P Global was a new Annandale Capital position in Q1 2026.
S&P Global made up 0.23% of Annandale Capital's portfolio in Q1 2026, its #63 holding.
Annandale Capital first reported a position in S&P Global in Q1 2021 and has held it in 7 quarters since.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Annandale Capital's 13F filing for Q1 2026, filed 15 May 2026.