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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
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

Brooklands Fund Management's SPGI Position: Q2 2026 in Review

Brooklands Fund Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 202 shares — an estimated $81.2K sold.

Brooklands Fund Management first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $1.73M in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Brooklands Fund Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Brooklands Fund Management sold 202 S&P Global shares in Q2 2026, an estimated $81.2K.
  • Brooklands Fund Management first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
  • Brooklands Fund Management's S&P Global position peaked at $1.73M in Q4 2025.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Brooklands Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.