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

Boreal 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
Q1 		$1.19M Buy
2,803
+229
+9% +$106K 0.97% 26
2025
Q4 		$1.35M Buy
2,574
+1,011
+65% +$500K 1.01% 25
2025
Q3 		$761K Buy
1,563
+247
+19% +$132K 0.61% 44
2025
Q2 		$694K Buy
+1,316
New +$657K 0.57% 40

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Boreal Capital Management's SPGI Position: Q1 2026 in Review

Boreal Capital Management increased its S&P Global (SPGI) stake by 8.9% in Q1 2026, buying an estimated $106K and bringing the position to 2,803 shares worth $1.19M. The position accounts for 0.97% of the portfolio, ranked #26.

Boreal Capital Management first reported a position in SPGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Boreal Capital Management held 2,803 shares of S&P Global worth $1.19M as of Q1 2026.
  • Boreal Capital Management bought 229 S&P Global shares in Q1 2026, an estimated $106K.
  • S&P Global made up 0.97% of Boreal Capital Management's portfolio in Q1 2026, its #26 holding.
  • Boreal Capital Management first reported a position in S&P Global in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's S&P Global position peaked at $1.35M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.