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B. Metzler seel. Sohn & Co’s S&P Global SPGI Stock Holding History

B. Metzler seel. Sohn & Co’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 		$133M Sell
325,996
-80,518
-20% -$34M 1.15% 20
2026
Q1 		$173M Buy
406,514
+259,802
+177% +$121M 1.61% 17
2025
Q4 		$76.8M Sell
146,712
-281,023
-66% -$139M 0.67% 28
2025
Q3 		$208M Buy
427,735
+9,485
+2% +$5.08M 1.84% 14
2025
Q2 		$221M Buy
418,250
+3,060
+0.7% +$1.53M 2.11% 12
2025
Q1 		$211M Sell
415,190
-14,631
-3% -$7.48M 2.17% 12
2024
Q4 		$214M Sell
429,821
-5,655
-1% -$2.87M 2.2% 9
2024
Q3 		$225M Buy
435,476
+12,806
+3% +$6.34M 2.24% 11
2024
Q2 		$189M Buy
422,670
+139,611
+49% +$59.9M 1.82% 12
2024
Q1 		$121M Buy
283,059
+119,128
+73% +$51.6M 1.33% 13
2023
Q4 		$72.2M Buy
163,931
+1,637
+1% +$646K 0.92% 21
2023
Q3 		$59.3M Buy
162,294
+5,426
+3% +$2.13M 0.89% 17
2023
Q2 		$62.9M Buy
156,868
+11,353
+8% +$4.15M 0.85% 17
2023
Q1 		$50.2M Buy
145,515
+3,757
+3% +$1.32M 0.78% 19
2022
Q4 		$47.5M Sell
141,758
-1,186
-0.8% -$391K 0.81% 25
2022
Q3 		$43.6M Sell
142,944
-88,336
-38% -$31.6M 0.79% 22
2022
Q2 		$78M Sell
231,280
-1,755
-0.8% -$626K 1.28% 17
2022
Q1 		$95.6M Buy
233,035
+65,940
+39% +$26.9M 1.28% 18
2021
Q4 		$78.6M Sell
167,095
-10,049
-6% -$4.6M 1.02% 17
2021
Q3 		$75.3M Sell
177,144
-22,053
-11% -$9.56M 1.09% 18
2021
Q2 		$81.8M Sell
199,197
-252,251
-56% -$96.9M 1.22% 16
2021
Q1 		$162M Buy
451,448
+91,282
+25% +$30.4M 2.67% 11
2020
Q4 		$118M Buy
+360,166
New +$121M 2.19% 13

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

B. Metzler seel. Sohn & Co's SPGI Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its S&P Global (SPGI) stake by 20% in Q2 2026, selling an estimated $34M and leaving 325,996 shares worth $133M. The position accounts for 1.15% of the portfolio, ranked #20.

B. Metzler seel. Sohn & Co first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $225M in Q3 2024. 2,017 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 325,996 shares of S&P Global worth $133M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 80,518 S&P Global shares in Q2 2026, an estimated $34M.
  • S&P Global made up 1.15% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #20 holding.
  • B. Metzler seel. Sohn & Co first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's S&P Global position peaked at $225M in Q3 2024.
  • 2,017 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.