Brooklands Fund Management’s S&P Global SPGI Stock Holding History

Brooklands Fund 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
2025 Q4	–	Sell	-3,280	Closed	-$1.59M	–	139
2025 Q3	$1.59M	Buy	3,280 +201	+7%	+$108K	1.98%	14
2025 Q2	$1.62M	Sell	3,079 -3,080	-50%	-$1.54M	1.35%	18
2025 Q1	$3.12M	Sell	6,159 -6,701	-52%	-$3.42M	1.95%	20
2024 Q4	$6.4M	Buy	+12,860	New	+$6.53M	7.36%	4

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brooklands Fund Management's SPGI Position: Q1 2026 in Review

Brooklands Fund Management reduced its S&P Global (SPGI) stake by 94% in Q1 2026, selling an estimated $1.43M and leaving 202 shares worth $81.2K. The position accounts for 0.09% of the portfolio, ranked #47.

Brooklands Fund Management first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.73M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Brooklands Fund Management held 202 shares of S&P Global worth $81.2K as of Q1 2026.
Brooklands Fund Management sold 3,078 S&P Global shares in Q1 2026, an estimated $1.43M.
S&P Global made up 0.09% of Brooklands Fund Management's portfolio in Q1 2026, its #47 holding.
Brooklands Fund Management first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
Brooklands Fund Management's S&P Global position peaked at $1.73M in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Brooklands Fund Management's 13F filing for Q1 2026, filed 14 May 2026.