Brooklyn Investment Group’s S&P Global SPGI Stock Holding History

Brooklyn Investment Group’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	$3.84M	Buy	9,025 +1,003	+13%	+$466K	0.12%	132
2025 Q4	$4.25M	Buy	8,022 +3,208	+67%	+$1.59M	0.2%	84
2025 Q3	$2.16M	Sell	4,814 -163	-3%	-$87.3K	0.29%	63
2025 Q2	$2.23M	Buy	4,977 +1,669	+50%	+$833K	0.29%	62
2025 Q1	$1.68M	Buy	3,308 +751	+29%	+$384K	0.36%	41
2024 Q4	$1.27M	Buy	2,557 +75	+3%	+$38.1K	0.38%	44
2024 Q3	$1.28M	Buy	2,482 +299	+14%	+$148K	0.42%	42
2024 Q2	$932K	Hold	2,183	–	–	0.4%	58
2024 Q1	$932K	Sell	2,183 -121	-5%	-$52.4K	0.4%	58
2023 Q4	$1.01M	Buy	+2,304	New	+$909K	0.48%	44

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brooklyn Investment Group's SPGI Position: Q1 2026 in Review

Brooklyn Investment Group increased its S&P Global (SPGI) stake by 13% in Q1 2026, buying an estimated $466K and bringing the position to 9,025 shares worth $3.84M. The position accounts for 0.12% of the portfolio, ranked #132.

Brooklyn Investment Group first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.25M in Q4 2025. 2,122 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Brooklyn Investment Group held 9,025 shares of S&P Global worth $3.84M as of Q1 2026.
Brooklyn Investment Group bought 1,003 S&P Global shares in Q1 2026, an estimated $466K.
S&P Global made up 0.12% of Brooklyn Investment Group's portfolio in Q1 2026, its #132 holding.
Brooklyn Investment Group first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Brooklyn Investment Group's S&P Global position peaked at $4.25M in Q4 2025.
2,122 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.