CAI
SPGI icon

Capital Advisors Inc’s S&P Global SPGI Stock Holding History

Capital Advisors Inc’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 		$623K Sell
1,531
-38
-2% -$16K 0.01% 209
2026
Q1 		$668K Buy
1,569
+253
+19% +$117K 0.01% 195
2025
Q4 		$688K Buy
+1,316
New +$651K 0.01% 185

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Advisors Inc's SPGI Position: Q2 2026 in Review

Capital Advisors Inc reduced its S&P Global (SPGI) stake by 2.4% in Q2 2026, selling an estimated $16K and leaving 1,531 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #209.

Capital Advisors Inc first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $688K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Capital Advisors Inc held 1,531 shares of S&P Global worth $623K as of Q2 2026.
  • Capital Advisors Inc sold 38 S&P Global shares in Q2 2026, an estimated $16K.
  • S&P Global made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #209 holding.
  • Capital Advisors Inc first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Capital Advisors Inc's S&P Global position peaked at $688K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.