Barrett & Company
SPGI icon

Barrett & Company’s S&P Global SPGI Stock Holding History

Barrett & Company’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
Q3 		$2.76K Hold
7
– – ﹤0.01% 577
2026
Q2 		$2.85K Sell
7
-1
-13% -$422 ﹤0.01% 598
2026
Q1 		$2.98K Buy
8
+1
+14% +$464 ﹤0.01% 560
2025
Q4 		$3.66K Hold
7
– – ﹤0.01% 552
2025
Q3 		$3.41K Hold
7
– – ﹤0.01% 550
2025
Q2 		$3.69K Hold
7
– – ﹤0.01% 553
2025
Q1 		$3.56K Hold
7
– – ﹤0.01% 520
2024
Q4 		$3.49K Buy
+7
New +$3.55K ﹤0.01% 526

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barrett & Company's SPGI Position: Q3 2026 in Review

Barrett & Company held its S&P Global (SPGI) position steady in Q3 2026 at 7 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Barrett & Company first reported a position in SPGI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.69K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Barrett & Company held 7 shares of S&P Global worth $2.76K as of Q3 2026.
  • Barrett & Company left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #577 holding.
  • Barrett & Company first reported a position in S&P Global in Q4 2024 and has held it in 8 quarters since.
  • Barrett & Company's S&P Global position peaked at $3.69K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.