BFO
SPGI icon

Boston Family Office’s S&P Global SPGI Stock Holding History

Boston Family Office’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 		$24.4M Buy
57,457
+1,755
+3% +$815K 1.63% 12
2025
Q4 		$29.1M Buy
55,702
+735
+1% +$364K 1.85% 9
2025
Q3 		$26.8M Buy
54,967
+1,786
+3% +$956K 1.7% 10
2025
Q2 		$28M Buy
53,181
+467
+0.9% +$233K 1.86% 11
2025
Q1 		$26.8M Sell
52,714
-69
-0.1% -$35.3K 1.9% 12
2024
Q4 		$26.3M Buy
52,783
+391
+0.7% +$198K 1.81% 13
2024
Q3 		$27.1M Buy
52,392
+122
+0.2% +$60.4K 1.83% 13
2024
Q2 		$23.3M Buy
52,270
+917
+2% +$393K 1.68% 16
2024
Q1 		$21.8M Buy
51,353
+1,389
+3% +$602K 1.57% 21
2023
Q4 		$22M Buy
49,964
+405
+0.8% +$160K 1.65% 17
2023
Q3 		$18.1M Sell
49,559
-78
-0.2% -$30.7K 1.48% 21
2023
Q2 		$19.9M Buy
49,637
+1,206
+2% +$441K 1.52% 18
2023
Q1 		$16.7M Buy
48,431
+887
+2% +$312K 1.34% 24
2022
Q4 		$15.9M Sell
47,544
-4,845
-9% -$1.6M 1.32% 24
2022
Q3 		$16M Buy
52,389
+6,548
+14% +$2.34M 1.42% 22
2022
Q2 		$15.5M Sell
45,841
-2,764
-6% -$985K 1.29% 24
2022
Q1 		$19.9M Buy
48,605
+3,316
+7% +$1.35M 1.42% 22
2021
Q4 		$21.4M Buy
45,289
+1,926
+4% +$881K 1.39% 20
2021
Q3 		$18.4M Buy
43,363
+1,017
+2% +$441K 1.33% 21
2021
Q2 		$17.4M Buy
42,346
+7,908
+23% +$3.04M 1.24% 24
2021
Q1 		$11.1M Buy
34,438
+7,148
+26% +$2.38M 0.83% 39
2020
Q4 		$8.97M Sell
27,290
-575
-2% -$194K 0.69% 49
2020
Q3 		$10M Sell
27,865
-59
-0.2% -$20.8K 0.91% 41
2020
Q2 		$9.2M Sell
27,924
-282
-1% -$84.8K 0.89% 37
2020
Q1 		$6.91M Hold
28,206
– – 0.82% 41
2019
Q4 		$7.7M Hold
28,206
– – 0.73% 45
2019
Q3 		$6.91M Sell
28,206
-70
-0.2% -$17.5K 0.72% 47
2019
Q2 		$6.44M Sell
28,276
-34
-0.1% -$7.43K 0.67% 50
2019
Q1 		$5.96M Sell
28,310
-270
-0.9% -$52.3K 0.64% 50
2018
Q4 		$4.86M Hold
28,580
– – 0.6% 52
2018
Q3 		$5.58M Hold
28,580
– – 0.59% 53
2018
Q2 		$5.83M Hold
28,580
– – 0.66% 52
2018
Q1 		$5.46M Sell
28,580
-300
-1% -$55.4K 0.62% 58
2017
Q4 		$4.89M Hold
28,880
– – 0.54% 64
2017
Q3 		$4.51M Sell
28,880
-330
-1% -$50.2K 0.51% 66
2017
Q2 		$4.26M Sell
29,210
-15
-0.1% -$2.08K 0.5% 64
2017
Q1 		$3.82M Sell
29,225
-450
-2% -$55.9K 0.47% 70
2016
Q4 		$3.19M Sell
29,675
-400
-1% -$47.8K 0.41% 76
2016
Q3 		$3.81M Sell
30,075
-20
-0.1% -$2.4K 0.49% 68
2016
Q2 		$3.23M Buy
+30,095
New +$3.23M 0.42% 74

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

Boston Family Office's SPGI Position: Q1 2026 in Review

Boston Family Office increased its S&P Global (SPGI) stake by 3.2% in Q1 2026, buying an estimated $815K and bringing the position to 57,457 shares worth $24.4M. The position accounts for 1.63% of the portfolio, ranked #12.

Boston Family Office first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $29.1M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Boston Family Office held 57,457 shares of S&P Global worth $24.4M as of Q1 2026.
  • Boston Family Office bought 1,755 S&P Global shares in Q1 2026, an estimated $815K.
  • S&P Global made up 1.63% of Boston Family Office's portfolio in Q1 2026, its #12 holding.
  • Boston Family Office first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Boston Family Office's S&P Global position peaked at $29.1M in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.