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

Capital Planning Advisors’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 		– Sell
-671
Closed -$351K – 163
2025
Q4 		$351K Buy
671
+22
+3% +$10.9K 0.05% 128
2025
Q3 		$316K Sell
649
-22
-3% -$11.8K 0.04% 124
2025
Q2 		$354K Sell
671
-1
-0.1% -$499 0.05% 112
2025
Q1 		$341K Buy
672
+2
+0.3% +$1.02K 0.05% 113
2024
Q4 		$334K Sell
670
-1
-0.1% -$507 0.05% 115
2024
Q3 		$347K Buy
671
+5
+0.8% +$2.47K 0.05% 112
2024
Q2 		$297K Sell
666
-48
-7% -$20.6K 0.05% 116
2024
Q1 		$304K Sell
714
-22
-3% -$9.54K 0.05% 118
2023
Q4 		$324K Buy
736
+17
+2% +$6.71K 0.06% 112
2023
Q3 		$263K Sell
719
-239
-25% -$94K 0.05% 108
2023
Q2 		$384K Buy
+958
New +$350K 0.08% 104

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 Planning Advisors's SPGI Position: Q1 2026 in Review

Capital Planning Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 671 shares — an estimated $351K sold.

Capital Planning Advisors first reported a position in SPGI in Q2 2023 and held it in 11 quarters. The position peaked at $384K in Q2 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Capital Planning Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 671 S&P Global shares in Q1 2026, an estimated $351K.
  • Capital Planning Advisors first reported a position in S&P Global in Q2 2023 and held it in 11 quarters.
  • Capital Planning Advisors's S&P Global position peaked at $384K in Q2 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.