Birch Capital Management
SPGI icon

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
Q3 		$5.57M Hold
14,128
– – 2.61% 17
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
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Birch Capital Management's SPGI Position: Q3 2026 in Review

Birch Capital Management held its S&P Global (SPGI) position steady in Q3 2026 at 14,128 shares worth $5.57M. The position accounts for 2.61% of the portfolio, ranked #17.

Birch Capital Management first reported a position in SPGI in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.96M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Birch Capital Management held 14,128 shares of S&P Global worth $5.57M as of Q3 2026.
  • Birch Capital Management left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up 2.61% of Birch Capital Management's portfolio in Q3 2026, its #17 holding.
  • Birch Capital Management first reported a position in S&P Global in Q4 2019 and has held it in 28 quarters since.
  • Birch Capital Management's S&P Global position peaked at $7.96M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.