Berman McAleer’s S&P Global SPGI Stock Holding History

Berman McAleer’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	–	Sell	-413	Closed	-$216K	–	171
2025 Q4	$216K	Buy	413 +2	+0.5%	+$990	0.03%	149
2025 Q3	$200K	Buy	+411	New	+$220K	0.03%	160

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Berman McAleer's SPGI Position: Q1 2026 in Review

Berman McAleer sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 413 shares — an estimated $216K sold.

Berman McAleer first reported a position in SPGI in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Berman McAleer reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Berman McAleer sold 413 S&P Global shares in Q1 2026, an estimated $216K.
Berman McAleer first reported a position in S&P Global in Q3 2025 and held it in 2 quarters.
Berman McAleer's S&P Global position peaked at $216K in Q4 2025.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Berman McAleer's 13F filing for Q1 2026, filed 17 Apr 2026.