CPIG
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Chicago Partners Investment Group’s S&P Global SPGI Stock Holding History

Chicago Partners Investment 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
Q2 		$2.04M Buy
4,864
+361
+8% +$152K 0.04% 357
2026
Q1 		$2.02M Buy
4,503
+2,101
+87% +$975K 0.05% 324
2025
Q4 		$1.28M Buy
2,402
+252
+12% +$125K 0.03% 396
2025
Q3 		$1.06M Buy
2,150
+271
+14% +$145K 0.03% 416
2025
Q2 		$988K Buy
1,879
+248
+15% +$124K 0.03% 400
2025
Q1 		$825K Buy
1,631
+196
+14% +$100K 0.03% 398
2024
Q4 		$712K Buy
1,435
+90
+7% +$45.7K 0.02% 419
2024
Q3 		$687K Buy
1,345
+232
+21% +$115K 0.02% 410
2024
Q2 		$544K Sell
1,113
-32
-3% -$13.7K 0.02% 443
2024
Q1 		$473K Buy
1,145
+122
+12% +$52.9K 0.02% 464
2023
Q4 		$456K Sell
1,023
-53
-5% -$20.9K 0.02% 447
2023
Q3 		$377K Buy
1,076
+71
+7% +$27.9K 0.02% 464
2023
Q2 		$396K Sell
1,005
-185
-16% -$67.6K 0.02% 469
2023
Q1 		$414K Buy
1,190
+44
+4% +$15.5K 0.02% 430
2022
Q4 		$425K Sell
1,146
-82
-7% -$27K 0.03% 411
2022
Q3 		$392K Sell
1,228
-4
-0.3% -$1.43K 0.03% 392
2022
Q2 		$464K Buy
1,232
+39
+3% +$13.9K 0.03% 344
2022
Q1 		$394K Buy
1,193
+301
+34% +$123K 0.03% 365
2021
Q4 		$340K Buy
892
+70
+9% +$32K 0.02% 413
2021
Q3 		$371K Buy
822
+9
+1% +$3.9K 0.03% 394
2021
Q2 		$336K Buy
813
+79
+11% +$30.4K 0.03% 404
2021
Q1 		$282K Buy
+734
New +$244K 0.02% 414

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

Chicago Partners Investment Group's SPGI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its S&P Global (SPGI) stake by 8% in Q2 2026, buying an estimated $152K and bringing the position to 4,864 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #357.

Chicago Partners Investment Group first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Chicago Partners Investment Group held 4,864 shares of S&P Global worth $2.04M as of Q2 2026.
  • Chicago Partners Investment Group bought 361 S&P Global shares in Q2 2026, an estimated $152K.
  • S&P Global made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #357 holding.
  • Chicago Partners Investment Group first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.