CGPCS
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Capital Group Private Client Services’s S&P Global SPGI Stock Holding History

Capital Group Private Client Services’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 		$7.23M Sell
17,006
-4,190
-20% -$1.95M 0.12% 82
2025
Q4 		$11.1M Sell
21,196
-1,661
-7% -$822K 0.18% 74
2025
Q3 		$11.1M Sell
22,857
-75,242
-77% -$40.3M 0.19% 76
2025
Q2 		$51.7M Sell
98,099
-1,177
-1% -$587K 0.45% 53
2025
Q1 		$50.4M Sell
99,276
-836
-0.8% -$427K 0.49% 58
2024
Q4 		$49.9M Sell
100,112
-776
-0.8% -$394K 0.46% 59
2024
Q3 		$52.1M Sell
100,888
-2,324
-2% -$1.15M 0.5% 54
2024
Q2 		$46M Sell
103,212
-1,040
-1% -$446K 0.46% 63
2024
Q1 		$44.4M Buy
104,252
+37,668
+57% +$16.3M 0.45% 64
2023
Q4 		$29.3M Sell
66,584
-3,090
-4% -$1.22M 0.3% 91
2023
Q3 		$25.5M Sell
69,674
-443
-0.6% -$174K 0.31% 94
2023
Q2 		$28.1M Buy
70,117
+899
+1% +$328K 0.33% 92
2023
Q1 		$23.9M Buy
69,218
+17,170
+33% +$6.04M 0.3% 95
2022
Q4 		$17.4M Sell
52,048
-7,080
-12% -$2.33M 0.22% 109
2022
Q3 		$18.1M Buy
59,128
+9
+0% +$3.22K 0.25% 104
2022
Q2 		$19.9M Sell
59,119
-1,202
-2% -$429K 0.26% 99
2022
Q1 		$24.7M Buy
60,321
+1,534
+3% +$625K 0.27% 94
2021
Q4 		$27.7M Buy
58,787
+116
+0.2% +$53.1K 0.3% 96
2021
Q3 		$24.9M Buy
+58,671
New +$25.4M 0.29% 90

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services's SPGI Position: Q1 2026 in Review

Capital Group Private Client Services reduced its S&P Global (SPGI) stake by 20% in Q1 2026, selling an estimated $1.95M and leaving 17,006 shares worth $7.23M. The position accounts for 0.12% of the portfolio, ranked #82.

Capital Group Private Client Services first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. The position peaked at $52.1M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Capital Group Private Client Services held 17,006 shares of S&P Global worth $7.23M as of Q1 2026.
  • Capital Group Private Client Services sold 4,190 S&P Global shares in Q1 2026, an estimated $1.95M.
  • S&P Global made up 0.12% of Capital Group Private Client Services's portfolio in Q1 2026, its #82 holding.
  • Capital Group Private Client Services first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • Capital Group Private Client Services's S&P Global position peaked at $52.1M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.