Barden Capital Management’s S&P Global SPGI Stock Holding History

Barden Capital Management’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	$610K	Sell	1,498 -438	-23%	-$185K	0.56%	49
2026 Q1	$823K	Sell	1,936 -1,533	-44%	-$712K	0.7%	47
2025 Q4	$1.81M	Buy	3,469 +5	+0.1%	+$2.47K	1.49%	25
2025 Q3	$1.69M	Buy	3,464 +14	+0.4%	+$7.5K	1.4%	27
2025 Q2	$1.82M	Sell	3,450 -88	-2%	-$43.9K	1.59%	26
2025 Q1	$1.8M	Buy	3,538 +40	+1%	+$20.4K	1.6%	25
2024 Q4	$1.74M	Buy	3,498 +431	+14%	+$219K	1.49%	27
2024 Q3	$1.58M	Buy	3,067 +507	+20%	+$251K	1.39%	28
2024 Q2	$1.14M	Buy	+2,560	New	+$1.1M	1.08%	43

Other funds holding SPGI

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Barden Capital Management's SPGI Position: Q2 2026 in Review

Barden Capital Management reduced its S&P Global (SPGI) stake by 23% in Q2 2026, selling an estimated $185K and leaving 1,498 shares worth $610K. The position accounts for 0.56% of the portfolio, ranked #49.

Barden Capital Management first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.82M in Q2 2025. 1,073 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Barden Capital Management held 1,498 shares of S&P Global worth $610K as of Q2 2026.
Barden Capital Management sold 438 S&P Global shares in Q2 2026, an estimated $185K.
S&P Global made up 0.56% of Barden Capital Management's portfolio in Q2 2026, its #49 holding.
Barden Capital Management first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Barden Capital Management's S&P Global position peaked at $1.82M in Q2 2025.
1,073 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.