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Catalina Capital Group’s S&P Global SPGI Stock Holding History

Catalina Capital Group’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
-447
Closed -$234K – 187
2025
Q4 		$234K Sell
447
-14
-3% -$6.93K 0.14% 125
2025
Q3 		$224K Buy
461
+7
+2% +$3.75K 0.14% 132
2025
Q2 		$239K Sell
454
-162
-26% -$80.8K 0.16% 118
2025
Q1 		$313K Sell
616
-913
-60% -$467K 0.2% 100
2024
Q4 		$762K Buy
1,529
+34
+2% +$17.3K 0.25% 77
2024
Q3 		$772K Buy
1,495
+106
+8% +$52.5K 0.26% 79
2024
Q2 		$620K Buy
1,389
+45
+3% +$19.3K 0.23% 89
2024
Q1 		$572K Buy
1,344
+567
+73% +$246K 0.24% 86
2023
Q4 		$342K Buy
+777
New +$307K 0.23% 84

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

Catalina Capital Group's SPGI Position: Q1 2026 in Review

Catalina Capital Group sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 447 shares — an estimated $234K sold.

Catalina Capital Group first reported a position in SPGI in Q4 2023 and held it in 9 quarters. The position peaked at $772K in Q3 2024. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Catalina Capital Group reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Catalina Capital Group sold 447 S&P Global shares in Q1 2026, an estimated $234K.
  • Catalina Capital Group first reported a position in S&P Global in Q4 2023 and held it in 9 quarters.
  • Catalina Capital Group's S&P Global position peaked at $772K in Q3 2024.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.