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Brinker Capital Investments’s S&P Global SPGI Stock Holding History

Brinker Capital Investments’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 		$10.6M Sell
24,882
-7,393
-23% -$3.43M 0.09% 193
2025
Q4 		$16.9M Sell
32,275
-4,335
-12% -$2.14M 0.12% 145
2025
Q3 		$17.8M Sell
36,610
-3,201
-8% -$1.71M 0.14% 129
2025
Q2 		$21M Sell
39,811
-261
-0.7% -$130K 0.18% 103
2025
Q1 		$20.4M Buy
40,072
+382
+1% +$195K 0.2% 101
2024
Q4 		$19.8M Sell
39,690
-1,006
-2% -$510K 0.2% 102
2024
Q3 		$21M Sell
40,696
-5,450
-12% -$2.7M 0.21% 93
2024
Q2 		$20.6M Sell
46,146
-2,958
-6% -$1.27M 0.22% 90
2024
Q1 		$20.9M Sell
49,104
-2,762
-5% -$1.2M 0.22% 89
2023
Q4 		$22.4M Sell
51,866
-3,760
-7% -$1.48M 0.26% 78
2023
Q3 		$20.3M Sell
55,626
-3,230
-5% -$1.27M 0.25% 85
2023
Q2 		$23.6M Sell
58,856
-3,304
-5% -$1.21M 0.25% 71
2023
Q1 		$21.4M Buy
62,160
+5,594
+10% +$1.97M 0.26% 74
2022
Q4 		$18.9M Sell
56,566
-3,004
-5% -$990K 0.38% 58
2022
Q3 		$18.2M Sell
59,570
-363
-0.6% -$130K 0.38% 52
2022
Q2 		$20.2M Buy
59,933
+59
+0.1% +$21K 0.38% 48
2022
Q1 		$24.6M Buy
59,874
+33,948
+131% +$13.8M 0.38% 49
2021
Q4 		$12.2M Buy
25,926
+7,186
+38% +$3.29M 0.18% 122
2021
Q3 		$7.69M Hold
18,740
– – 0.12% 171
2021
Q2 		$7.69M Sell
18,740
-6,363
-25% -$2.45M 0.1% 212
2021
Q1 		$8.86M Sell
25,103
-11,478
-31% -$3.82M 0.13% 168
2020
Q4 		$12M Buy
36,581
+15,484
+73% +$5.22M 0.19% 115
2020
Q3 		$7.61M Buy
+21,097
New +$7.44M 0.13% 178
2019
Q3 		– Sell
-876
Closed -$200K – 923
2019
Q2 		$200K Buy
876
+585
+201% +$128K 0.01% 388
2019
Q1 		$61K Buy
+291
New +$56.4K ﹤0.01% 436
2016
Q4 		– Sell
-37
Closed -$5K – 630
2016
Q3 		$5K Buy
+37
New +$4.44K ﹤0.01% 418

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

Brinker Capital Investments's SPGI Position: Q1 2026 in Review

Brinker Capital Investments reduced its S&P Global (SPGI) stake by 23% in Q1 2026, selling an estimated $3.43M and leaving 24,882 shares worth $10.6M. The position accounts for 0.09% of the portfolio, ranked #193.

Brinker Capital Investments first reported a position in SPGI in Q3 2016 and has held it in 26 quarters since. The position peaked at $24.6M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Brinker Capital Investments held 24,882 shares of S&P Global worth $10.6M as of Q1 2026.
  • Brinker Capital Investments sold 7,393 S&P Global shares in Q1 2026, an estimated $3.43M.
  • S&P Global made up 0.09% of Brinker Capital Investments's portfolio in Q1 2026, its #193 holding.
  • Brinker Capital Investments first reported a position in S&P Global in Q3 2016 and has held it in 26 quarters since.
  • Brinker Capital Investments's S&P Global position peaked at $24.6M in Q1 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.