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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
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

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

Barrett & Company's SPGI Position: Q1 2026 in Review

Barrett & Company increased its S&P Global (SPGI) stake by 14% in Q1 2026, buying an estimated $464 and bringing the position to 8 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Barrett & Company first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.69K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Barrett & Company held 8 shares of S&P Global worth $2.98K as of Q1 2026.
  • Barrett & Company bought 1 S&P Global share in Q1 2026, an estimated $464.
  • S&P Global made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #560 holding.
  • Barrett & Company first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Barrett & Company's S&P Global position peaked at $3.69K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.