Birch Capital Management’s S&P Global SPGI Stock Holding History

Birch Capital Management’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	$5.75M	Buy	14,128 +126	+0.9%	+$53.2K	2.81%	14
2026 Q1	$5.96M	Sell	14,002 -442	-3%	-$205K	3.12%	13
2025 Q4	$7.55M	Hold	14,444	–	–	3.77%	8
2025 Q3	$7.03M	Sell	14,444 -48	-0.3%	-$25.7K	3.59%	8
2025 Q2	$7.64M	Sell	14,492 -32	-0.2%	-$16K	3.91%	6
2025 Q1	$7.38M	Sell	14,524 -186	-1%	-$95K	3.84%	7
2024 Q4	$7.33M	Sell	14,710 -1	-0%	-$507	3.69%	6
2024 Q3	$7.6M	Sell	14,711 -28	-0.2%	-$13.9K	3.71%	5
2024 Q2	$6.57M	Sell	14,739 -1,274	-8%	-$547K	3.42%	6
2024 Q1	$6.81M	Sell	16,013 -234	-1%	-$101K	3.54%	5
2023 Q4	$7.16M	Sell	16,247 -13	-0.1%	-$5.13K	4.11%	5
2023 Q3	$5.94M	Hold	16,260	–	–	3.76%	6
2023 Q2	$6.52M	Hold	16,260	–	–	3.96%	5
2023 Q1	$5.61M	Sell	16,260 -589	-3%	-$207K	3.61%	9
2022 Q4	$5.64M	Hold	16,849	–	–	3.88%	8
2022 Q3	$5.14M	Hold	16,849	–	–	3.88%	9
2022 Q2	$5.68M	Hold	16,849	–	–	4.05%	7
2022 Q1	$6.91M	Sell	16,849 -18	-0.1%	-$7.33K	4.25%	7
2021 Q4	$7.96M	Sell	16,867 -62	-0.4%	-$28.4K	4.77%	5
2021 Q3	$7.19M	Hold	16,929	–	–	4.88%	4
2021 Q2	$6.95M	Hold	16,929	–	–	4.72%	4
2021 Q1	$5.97M	Sell	16,929 -298	-2%	-$99.2K	4.4%	4
2020 Q4	$5.66M	Hold	17,227	–	–	4.32%	5
2020 Q3	$6.21M	Sell	17,227 -44	-0.3%	-$15.5K	5.4%	4
2020 Q2	$5.69M	Hold	17,271	–	–	5.33%	4
2020 Q1	$4.23M	Sell	17,271 -277	-2%	-$76K	4.87%	5
2019 Q4	$4.79M	Buy	+17,548	New	+$4.56M	4.69%	3

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Birch Capital Management's SPGI Position: Q2 2026 in Review

Birch Capital Management increased its S&P Global (SPGI) stake by 0.9% in Q2 2026, buying an estimated $53.2K and bringing the position to 14,128 shares worth $5.75M. The position accounts for 2.81% of the portfolio, ranked #14.

Birch Capital Management first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.96M in Q4 2021. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Birch Capital Management held 14,128 shares of S&P Global worth $5.75M as of Q2 2026.
Birch Capital Management bought 126 S&P Global shares in Q2 2026, an estimated $53.2K.
S&P Global made up 2.81% of Birch Capital Management's portfolio in Q2 2026, its #14 holding.
Birch Capital Management first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
Birch Capital Management's S&P Global position peaked at $7.96M in Q4 2021.
728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.