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

Bretton 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 		$3.96M Hold
9,300
– – 3.62% 15
2025
Q4 		$4.86M Hold
9,300
– – 4.07% 14
2025
Q3 		$4.53M Hold
9,300
– – 3.82% 15
2025
Q2 		$4.9M Hold
9,300
– – 4.43% 13
2025
Q1 		$4.73M Hold
9,300
– – 4.47% 13
2024
Q4 		$4.63M Hold
9,300
– – 4.46% 14
2024
Q3 		$4.8M Buy
+9,300
New +$4.6M 4.58% 13

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

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

Bretton Capital Management held its S&P Global (SPGI) position steady in Q1 2026 at 9,300 shares worth $3.96M. The position accounts for 3.62% of the portfolio, ranked #15.

Bretton Capital Management first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.9M in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Bretton Capital Management held 9,300 shares of S&P Global worth $3.96M as of Q1 2026.
  • Bretton Capital Management left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up 3.62% of Bretton Capital Management's portfolio in Q1 2026, its #15 holding.
  • Bretton Capital Management first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • Bretton Capital Management's S&P Global position peaked at $4.9M in Q2 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Bretton Capital Management's 13F filing for Q1 2026, filed 4 May 2026.