Blue Fin Capital’s S&P Global SPGI Stock Holding History

Blue Fin 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
2026 Q2	$2.39M	Buy	5,866 +157	+3%	+$66.3K	0.35%	52
2026 Q1	$2.43M	Buy	5,709 +400	+8%	+$186K	0.4%	50
2025 Q4	$2.77M	Buy	5,309 +65	+1%	+$32.2K	0.43%	43
2025 Q3	$2.55M	Buy	5,244 +139	+3%	+$74.4K	0.4%	45
2025 Q2	$2.69M	Buy	5,105 +16	+0.3%	+$7.99K	0.46%	44
2025 Q1	$2.59M	Buy	5,089 +117	+2%	+$59.8K	0.5%	40
2024 Q4	$2.48M	Buy	4,972 +311	+7%	+$158K	0.46%	41
2024 Q3	$2.41M	Buy	4,661 +192	+4%	+$95K	0.46%	46
2024 Q2	$1.99M	Buy	4,469 +282	+7%	+$121K	0.4%	46
2024 Q1	$1.78M	Buy	4,187 +23	+0.6%	+$9.97K	0.4%	50
2023 Q4	$1.83M	Sell	4,164 -95	-2%	-$37.5K	0.47%	50
2023 Q3	$1.56M	Buy	4,259 +180	+4%	+$70.8K	0.45%	46
2023 Q2	$1.64M	Buy	4,079 +4	+0.1%	+$1.46K	0.47%	46
2023 Q1	$1.42M	Sell	4,075 -22	-0.5%	-$7.74K	0.46%	51
2022 Q4	$1.37M	Sell	4,097 -111	-3%	-$36.6K	0.5%	51
2022 Q3	$1.28M	Buy	4,208 +53	+1%	+$19K	0.49%	55
2022 Q2	$1.4M	Sell	4,155 -125	-3%	-$44.6K	0.5%	53
2022 Q1	$1.75M	Buy	4,280 +74	+2%	+$30.1K	0.51%	47
2021 Q4	$1.99M	Sell	4,206 -280	-6%	-$128K	0.55%	44
2021 Q3	$1.91M	Buy	4,486 +3	+0.1%	+$1.3K	0.58%	44
2021 Q2	$1.84M	Buy	4,483 +102	+2%	+$39.2K	0.57%	44
2021 Q1	$1.54M	Buy	4,381 +97	+2%	+$32.3K	0.53%	51
2020 Q4	$1.41M	Buy	4,284 +245	+6%	+$82.6K	0.5%	55
2020 Q3	$1.46M	Buy	4,039 +108	+3%	+$38.1K	0.59%	45
2020 Q2	$1.29M	Buy	3,931 +1,017	+35%	+$306K	0.57%	49
2020 Q1	$714K	Buy	2,914 +343	+13%	+$94.1K	0.39%	68
2019 Q4	$702K	Buy	2,571 +69	+3%	+$17.9K	0.33%	81
2019 Q3	$612K	Buy	2,502 +240	+11%	+$60K	0.32%	78
2019 Q2	$515K	Buy	2,262 +256	+13%	+$55.9K	0.27%	88
2019 Q1	$422K	Buy	2,006 +119	+6%	+$23K	0.22%	95
2018 Q4	$320K	Sell	1,887 -355	-16%	-$63.6K	0.19%	107
2018 Q3	$438K	Buy	2,242 +57	+3%	+$11.8K	0.22%	91
2018 Q2	$445K	Buy	2,185 +520	+31%	+$103K	0.24%	90
2018 Q1	$318K	Hold	1,665	–	–	0.18%	100
2017 Q4	$282K	Buy	1,665 +30	+2%	+$4.9K	0.16%	113
2017 Q3	$255K	Hold	1,635	–	–	0.16%	117
2017 Q2	$238K	Sell	1,635 -540	-25%	-$75K	0.15%	120
2017 Q1	$284K	Hold	2,175	–	–	0.17%	111
2016 Q4	$234K	Sell	2,175 -210	-9%	-$25.1K	0.15%	120
2016 Q3	$302K	Hold	2,385	–	–	0.24%	97
2016 Q2	$256K	Buy	+2,385	New	+$256K	0.21%	105

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Blue Fin Capital's SPGI Position: Q2 2026 in Review

Blue Fin Capital increased its S&P Global (SPGI) stake by 2.8% in Q2 2026, buying an estimated $66.3K and bringing the position to 5,866 shares worth $2.39M. The position accounts for 0.35% of the portfolio, ranked #52.

Blue Fin Capital first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.77M in Q4 2025. 932 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Blue Fin Capital held 5,866 shares of S&P Global worth $2.39M as of Q2 2026.
Blue Fin Capital bought 157 S&P Global shares in Q2 2026, an estimated $66.3K.
S&P Global made up 0.35% of Blue Fin Capital's portfolio in Q2 2026, its #52 holding.
Blue Fin Capital first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Blue Fin Capital's S&P Global position peaked at $2.77M in Q4 2025.
932 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.