BFW
SPGI icon

Brady Family Wealth’s S&P Global SPGI Stock Holding History

Brady Family Wealth’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 		$2.84M Sell
6,965
-697
-9% -$294K 0.82% 39
2026
Q1 		$3.26M Buy
7,662
+410
+6% +$190K 1.02% 37
2025
Q4 		$3.79M Buy
7,252
+85
+1% +$42.1K 1.17% 33
2025
Q3 		$3.49M Sell
7,167
-56
-0.8% -$30K 1.08% 37
2025
Q2 		$3.81M Sell
7,223
-51
-0.7% -$25.5K 1.18% 35
2025
Q1 		$3.7M Buy
7,274
+61
+0.8% +$31.2K 1.18% 35
2024
Q4 		$3.59M Sell
7,213
-359
-5% -$182K 1.1% 34
2024
Q3 		$3.91M Sell
7,572
-75
-1% -$37.1K 1.17% 35
2024
Q2 		$3.41M Buy
7,647
+8
+0.1% +$3.43K 1.1% 36
2024
Q1 		$3.25M Buy
7,639
+171
+2% +$74.1K 1.05% 39
2023
Q4 		$3.29M Buy
7,468
+260
+4% +$103K 1.13% 37
2023
Q3 		$2.63M Sell
7,208
-154
-2% -$60.5K 1.02% 40
2023
Q2 		$2.95M Buy
7,362
+86
+1% +$31.4K 1.1% 36
2023
Q1 		$2.51M Buy
7,276
+257
+4% +$90.4K 0.99% 40
2022
Q4 		$2.35M Buy
+7,019
New +$2.31M 0.97% 38

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brady Family Wealth's SPGI Position: Q2 2026 in Review

Brady Family Wealth reduced its S&P Global (SPGI) stake by 9.1% in Q2 2026, selling an estimated $294K and leaving 6,965 shares worth $2.84M. The position accounts for 0.82% of the portfolio, ranked #39.

Brady Family Wealth first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.91M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Brady Family Wealth held 6,965 shares of S&P Global worth $2.84M as of Q2 2026.
  • Brady Family Wealth sold 697 S&P Global shares in Q2 2026, an estimated $294K.
  • S&P Global made up 0.82% of Brady Family Wealth's portfolio in Q2 2026, its #39 holding.
  • Brady Family Wealth first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's S&P Global position peaked at $3.91M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.