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BTC Capital Management’s S&P Global SPGI Stock Holding History

BTC Capital 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
2026
Q2 		$7.58M Buy
19,615
+1,790
+10% +$756K 0.46% 59
2026
Q1 		$7.58M Buy
17,825
+5,197
+41% +$2.41M 0.51% 55
2025
Q4 		$6.6M Sell
12,628
-285
-2% -$141K 0.46% 64
2025
Q3 		$6.28M Buy
12,913
+1,761
+16% +$943K 0.43% 68
2025
Q2 		$5.87M Sell
11,152
-214
-2% -$107K 0.48% 61
2025
Q1 		$5.78M Buy
11,366
+155
+1% +$79.2K 0.53% 61
2024
Q4 		$5.58M Sell
11,211
-46
-0.4% -$23.3K 0.52% 63
2024
Q3 		$5.82M Sell
11,257
-600
-5% -$297K 0.52% 64
2024
Q2 		$5.29M Sell
11,857
-96
-0.8% -$41.2K 0.49% 67
2024
Q1 		$5.09M Buy
+11,953
New +$5.18M 0.47% 76
2023
Q3 		$4.01M Buy
10,970
+14
+0.1% +$5.5K 0.46% 76
2023
Q2 		$4.39M Sell
10,956
-455
-4% -$166K 0.47% 74
2023
Q1 		$3.93M Buy
11,411
+223
+2% +$78.5K 0.45% 79
2022
Q4 		$3.76M Buy
11,188
+416
+4% +$137K 0.45% 79
2022
Q3 		$3.29M Buy
10,772
+182
+2% +$65.1K 0.43% 81
2022
Q2 		$3.54M Sell
10,590
-9,730
-48% -$3.47M 0.43% 82
2022
Q1 		$8.35M Buy
20,320
+10,246
+102% +$4.17M 0.83% 37
2021
Q4 		$4.75M Buy
10,074
+188
+2% +$86K 0.47% 70
2021
Q3 		$4.21M Buy
9,886
+9
+0.1% +$3.9K 0.47% 72
2021
Q2 		$4.07M Sell
9,877
-528
-5% -$203K 0.46% 72
2021
Q1 		$3.67M Buy
10,405
+950
+10% +$316K 0.41% 82
2020
Q4 		$3.12M Buy
9,455
+324
+4% +$109K 0.37% 85
2020
Q3 		$3.29M Buy
+9,131
New +$3.22M 0.46% 74

Other funds holding SPGI

Parnassus Investments
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)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BTC Capital Management's SPGI Position: Q2 2026 in Review

BTC Capital Management increased its S&P Global (SPGI) stake by 10% in Q2 2026, buying an estimated $756K and bringing the position to 19,615 shares worth $7.58M. The position accounts for 0.46% of the portfolio, ranked #59.

BTC Capital Management first reported a position in SPGI in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.35M in Q1 2022. 936 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • BTC Capital Management held 19,615 shares of S&P Global worth $7.58M as of Q2 2026.
  • BTC Capital Management bought 1,790 S&P Global shares in Q2 2026, an estimated $756K.
  • S&P Global made up 0.46% of BTC Capital Management's portfolio in Q2 2026, its #59 holding.
  • BTC Capital Management first reported a position in S&P Global in Q3 2020 and has held it in 23 quarters since.
  • BTC Capital Management's S&P Global position peaked at $8.35M in Q1 2022.
  • 936 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.