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

Bayforest 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
2025
Q3 		– Sell
-53
Closed -$27.9K – 908
2025
Q2 		$27.9K Sell
53
-7
-12% -$3.49K 0.01% 563
2025
Q1 		$30.5K Sell
60
-124
-67% -$63.4K 0.01% 608
2024
Q4 		$91.6K Buy
+184
New +$93.4K 0.11% 333

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bayforest Capital's SPGI Position: Q3 2025 in Review

Bayforest Capital sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 53 shares — an estimated $27.9K sold.

Bayforest Capital first reported a position in SPGI in Q4 2024 and held it in 3 quarters. The position peaked at $91.6K in Q4 2024. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Bayforest Capital reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Bayforest Capital sold 53 S&P Global shares in Q3 2025, an estimated $27.9K.
  • Bayforest Capital first reported a position in S&P Global in Q4 2024 and held it in 3 quarters.
  • Bayforest Capital's S&P Global position peaked at $91.6K in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Bayforest Capital's 13F filing for Q3 2025, filed 24 Oct 2025.