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Burney Company’s S&P Global SPGI Stock Holding History

Burney Company’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 		– Sell
-1,106
Closed -$578K – 646
2025
Q4 		$578K Buy
1,106
+485
+78% +$240K 0.02% 414
2025
Q3 		$302K Sell
621
-97
-14% -$51.9K 0.01% 504
2025
Q2 		$378K Sell
718
-1,129
-61% -$563K 0.01% 461
2025
Q1 		$939K Sell
1,847
-17
-0.9% -$8.69K 0.03% 320
2024
Q4 		$928K Buy
1,864
+474
+34% +$241K 0.03% 323
2024
Q3 		$718K Buy
1,390
+25
+2% +$12.4K 0.03% 378
2024
Q2 		$609K Buy
1,365
+56
+4% +$24K 0.02% 390
2024
Q1 		$557K Buy
1,309
+589
+82% +$255K 0.02% 416
2023
Q4 		$317K Sell
720
-33
-4% -$13K 0.01% 488
2023
Q3 		$275K Sell
753
-48
-6% -$18.9K 0.01% 496
2023
Q2 		$321K Buy
801
+70
+10% +$25.6K 0.01% 480
2023
Q1 		$252K Sell
731
-175
-19% -$61.6K 0.01% 510
2022
Q4 		$303K Sell
906
-8
-0.9% -$2.64K 0.02% 472
2022
Q3 		$279K Sell
914
-225
-20% -$80.5K 0.02% 481
2022
Q2 		$384K Sell
1,139
-563
-33% -$201K 0.02% 442
2022
Q1 		$698K Buy
+1,702
New +$693K 0.03% 381
2018
Q3 		– Sell
-3,820
Closed -$779K – 467
2018
Q2 		$779K Sell
3,820
-20
-0.5% -$3.95K 0.05% 274
2018
Q1 		$734K Buy
3,840
+20
+0.5% +$3.69K 0.05% 263
2017
Q4 		$647K Buy
3,820
+55
+1% +$8.98K 0.04% 273
2017
Q3 		$586K Sell
3,765
-125
-3% -$19K 0.04% 267
2017
Q2 		$568K Buy
+3,890
New +$540K 0.04% 266

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Burney Company's SPGI Position: Q1 2026 in Review

Burney Company sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,106 shares — an estimated $578K sold.

Burney Company first reported a position in SPGI in Q2 2017 and held it in 21 quarters. The position peaked at $939K in Q1 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Burney Company reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 1,106 S&P Global shares in Q1 2026, an estimated $578K.
  • Burney Company first reported a position in S&P Global in Q2 2017 and held it in 21 quarters.
  • Burney Company's S&P Global position peaked at $939K in Q1 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.