Byrne Asset Management’s S&P Global SPGI Stock Holding History

Byrne Asset 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	$317K	Sell	779 -81	-9%	-$34.2K	0.17%	100
2026 Q1	$366K	Buy	860 +37	+4%	+$17.2K	0.21%	88
2025 Q4	$430K	Buy	+823	New	+$407K	0.24%	85
2025 Q3	–	Sell	-746	Closed	-$399K	–	81
2025 Q2	$393K	Buy	+746	New	+$372K	0.26%	75
2025 Q1	–	Sell	-12	Closed	-$6.13K	–	82
2024 Q4	$5.98K	Buy	+12	New	+$6.09K	﹤0.01%	441

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Byrne Asset Management's SPGI Position: Q2 2026 in Review

Byrne Asset Management reduced its S&P Global (SPGI) stake by 9.4% in Q2 2026, selling an estimated $34.2K and leaving 779 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #100.

Byrne Asset Management first reported a position in SPGI in Q4 2024 and has held it in 5 quarters since. The position peaked at $430K in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Byrne Asset Management held 779 shares of S&P Global worth $317K as of Q2 2026.
Byrne Asset Management sold 81 S&P Global shares in Q2 2026, an estimated $34.2K.
S&P Global made up 0.17% of Byrne Asset Management's portfolio in Q2 2026, its #100 holding.
Byrne Asset Management first reported a position in S&P Global in Q4 2024 and has held it in 5 quarters since.
Byrne Asset Management's S&P Global position peaked at $430K in Q4 2025.
303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.