Broadwater Capital’s S&P Global SPGI Stock Holding History

Broadwater Capital’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	$1.43M	Hold	3,520	–	–	1.04%	22
2026 Q1	$1.84M	Hold	3,520	–	–	1.37%	21
2025 Q4	$1.84M	Hold	3,520	–	–	1.37%	21
2025 Q3	$1.71M	Sell	3,520 -1,852,541	-100%	-$992M	1.25%	21
2025 Q2	$1.86B	Buy	1,856,061 +1,852,541	+52,629%	+$925M	1.44%	21
2025 Q1	$1.79M	Hold	3,520	–	–	1.4%	20
2024 Q4	$1.75M	Hold	3,520	–	–	1.34%	22
2024 Q3	$1.82M	Hold	3,520	–	–	1.34%	20
2024 Q2	$1.57M	Hold	3,520	–	–	1.21%	23
2024 Q1	$1.5M	Hold	3,520	–	–	1.15%	24
2023 Q4	$1.55M	Buy	+3,520	New	+$1.39M	1.21%	25

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Broadwater Capital's SPGI Position: Q2 2026 in Review

Broadwater Capital held its S&P Global (SPGI) position steady in Q2 2026 at 3,520 shares worth $1.43M. The position accounts for 1.04% of the portfolio, ranked #22.

Broadwater Capital first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86B in Q2 2025. 997 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Broadwater Capital held 3,520 shares of S&P Global worth $1.43M as of Q2 2026.
Broadwater Capital left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 1.04% of Broadwater Capital's portfolio in Q2 2026, its #22 holding.
Broadwater Capital first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's S&P Global position peaked at $1.86B in Q2 2025.
997 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.