BL
SPGI icon

BFSG LLC’s S&P Global SPGI Stock Holding History

BFSG LLC’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 		$18.7K Hold
46
– – ﹤0.01% 514
2026
Q1 		$19.6K Buy
46
+4
+10% +$1.86K ﹤0.01% 500
2025
Q4 		$21.9K Hold
42
– – ﹤0.01% 472
2025
Q3 		$20.4K Hold
42
– – ﹤0.01% 476
2025
Q2 		$22.1K Hold
42
– – ﹤0.01% 450
2025
Q1 		$21.3K Hold
42
– – ﹤0.01% 440
2024
Q4 		$20.9K Hold
42
– – ﹤0.01% 444
2024
Q3 		$21.7K Hold
42
– – ﹤0.01% 441
2024
Q2 		$18.7K Hold
42
– – ﹤0.01% 428
2024
Q1 		$17.9K Buy
+42
New +$18.2K ﹤0.01% 445
2023
Q3 		– Sell
-2,299
Closed -$922K – 266
2023
Q2 		$922K Buy
+2,299
New +$840K 0.16% 138
2022
Q2 		– Sell
-1,967
Closed -$807K – 217
2022
Q1 		$807K Buy
+1,967
New +$801K 0.13% 136
2020
Q1 		– Sell
-2,165
Closed -$591K – 189
2019
Q4 		$591K Sell
2,165
-9
-0.4% -$2.34K 0.11% 146
2019
Q3 		$533K Buy
2,174
+82
+4% +$20.5K 0.12% 140
2019
Q2 		$477K Buy
+2,092
New +$457K 0.19% 93
2018
Q3 		– Sell
-2,058
Closed -$420K – 137
2018
Q2 		$420K Buy
2,058
+99
+5% +$19.6K 0.18% 104
2018
Q1 		$374K Sell
1,959
-27
-1% -$4.98K 0.17% 91
2017
Q4 		$336K Buy
1,986
+402
+25% +$65.6K 0.14% 100
2017
Q3 		$248K Buy
1,584
+117
+8% +$17.8K 0.11% 111
2017
Q2 		$214K Buy
+1,467
New +$204K 0.11% 109

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

BFSG LLC's SPGI Position: Q2 2026 in Review

BFSG LLC held its S&P Global (SPGI) position steady in Q2 2026 at 46 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

BFSG LLC first reported a position in SPGI in Q2 2017 and has held it in 20 quarters since. The position peaked at $922K in Q2 2023. 350 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • BFSG LLC held 46 shares of S&P Global worth $18.7K as of Q2 2026.
  • BFSG LLC left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #514 holding.
  • BFSG LLC first reported a position in S&P Global in Q2 2017 and has held it in 20 quarters since.
  • BFSG LLC's S&P Global position peaked at $922K in Q2 2023.
  • 350 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.