Bruce G. Allen Investments’s S&P Global SPGI Stock Holding History

Bruce G. Allen 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 Q2	$88K	Sell	216 -23	-10%	-$9.71K	0.06%	173
2026 Q1	$102K	Sell	239 -18	-7%	-$8.36K	0.07%	153
2025 Q4	$134K	Buy	257 +11	+4%	+$5.44K	0.09%	118
2025 Q3	$120K	Sell	246 -7	-3%	-$3.75K	0.09%	132
2025 Q2	$133K	Sell	253 -1	-0.4%	-$499	0.1%	118
2025 Q1	$129K	Sell	254 -9	-3%	-$4.6K	0.1%	117
2024 Q4	$131K	Sell	263 -1	-0.4%	-$507	0.11%	119
2024 Q3	$136K	Sell	264 -43	-14%	-$21.3K	0.11%	122
2024 Q2	$137K	Sell	307 -25	-8%	-$10.7K	0.12%	111
2024 Q1	$141K	Buy	332 +48	+17%	+$20.8K	0.12%	108
2023 Q4	$125K	Buy	+284	New	+$112K	0.11%	117

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bruce G. Allen Investments's SPGI Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its S&P Global (SPGI) stake by 9.6% in Q2 2026, selling an estimated $9.71K and leaving 216 shares worth $88K. The position accounts for 0.06% of the portfolio, ranked #173.

Bruce G. Allen Investments first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $141K in Q1 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Bruce G. Allen Investments held 216 shares of S&P Global worth $88K as of Q2 2026.
Bruce G. Allen Investments sold 23 S&P Global shares in Q2 2026, an estimated $9.71K.
S&P Global made up 0.06% of Bruce G. Allen Investments's portfolio in Q2 2026, its #173 holding.
Bruce G. Allen Investments first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's S&P Global position peaked at $141K in Q1 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.