Callan Family Office’s S&P Global SPGI Stock Holding History

Callan Family Office’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	$14M	Buy	34,431 +61	+0.2%	+$25.8K	0.27%	69
2026 Q1	$14.6M	Sell	34,370 -4,623	-12%	-$2.15M	0.33%	58
2025 Q4	$20.4M	Buy	38,993 +5,426	+16%	+$2.68M	0.44%	39
2025 Q3	$16.3M	Sell	33,567 -792	-2%	-$424K	0.52%	32
2025 Q2	$18.1M	Buy	34,359 +13,245	+63%	+$6.61M	0.57%	27
2025 Q1	$10.7M	Buy	21,114 +2,390	+13%	+$1.22M	0.8%	24
2024 Q4	$9.33M	Buy	18,724 +17,793	+1,911%	+$9.03M	0.59%	29
2024 Q3	$481K	Buy	931 +418	+81%	+$207K	0.08%	104
2024 Q2	$229K	Buy	+513	New	+$220K	0.04%	138
2024 Q1	–	Sell	-477	Closed	-$210K	–	107
2023 Q4	$210K	Buy	+477	New	+$188K	0.05%	98
2023 Q2	–	Sell	-708	Closed	-$244K	–	150
2023 Q1	$244K	Buy	708 +34	+5%	+$12K	0.06%	145
2022 Q4	$226K	Buy	+674	New	+$222K	0.07%	93

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

Callan Family Office's SPGI Position: Q2 2026 in Review

Callan Family Office increased its S&P Global (SPGI) stake by 0.18% in Q2 2026, buying an estimated $25.8K and bringing the position to 34,431 shares worth $14M. The position accounts for 0.27% of the portfolio, ranked #69.

Callan Family Office first reported a position in SPGI in Q4 2022 and has held it in 12 quarters since. The position peaked at $20.4M in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Callan Family Office held 34,431 shares of S&P Global worth $14M as of Q2 2026.
Callan Family Office bought 61 S&P Global shares in Q2 2026, an estimated $25.8K.
S&P Global made up 0.27% of Callan Family Office's portfolio in Q2 2026, its #69 holding.
Callan Family Office first reported a position in S&P Global in Q4 2022 and has held it in 12 quarters since.
Callan Family Office's S&P Global position peaked at $20.4M in Q4 2025.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.