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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Callan Family Office's SPGI Position: Q1 2026 in Review

Callan Family Office reduced its S&P Global (SPGI) stake by 12% in Q1 2026, selling an estimated $2.15M and leaving 34,370 shares worth $14.6M. The position accounts for 0.33% of the portfolio, ranked #58.

Callan Family Office first reported a position in SPGI in Q4 2022 and has held it in 11 quarters since. The position peaked at $20.4M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Callan Family Office held 34,370 shares of S&P Global worth $14.6M as of Q1 2026.
Callan Family Office sold 4,623 S&P Global shares in Q1 2026, an estimated $2.15M.
S&P Global made up 0.33% of Callan Family Office's portfolio in Q1 2026, its #58 holding.
Callan Family Office first reported a position in S&P Global in Q4 2022 and has held it in 11 quarters since.
Callan Family Office's S&P Global position peaked at $20.4M in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.