Coastal Bridge Advisors’s S&P Global SPGI Stock Holding History

Coastal Bridge 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	$2.41M	Sell	5,661 -32	-0.6%	-$14.9K	0.17%	142
2025 Q4	$2.98M	Buy	5,693 +270	+5%	+$134K	0.22%	108
2025 Q3	$2.64M	Buy	5,423 +3,389	+167%	+$1.81M	0.2%	120
2025 Q2	$1.07M	Buy	2,034 +103	+5%	+$51.4K	0.09%	204
2025 Q1	$981K	Buy	+1,931	New	+$987K	0.24%	104

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Coastal Bridge Advisors's SPGI Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its S&P Global (SPGI) stake by 0.56% in Q1 2026, selling an estimated $14.9K and leaving 5,661 shares worth $2.41M. The position accounts for 0.17% of the portfolio, ranked #142.

Coastal Bridge Advisors first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.98M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Coastal Bridge Advisors held 5,661 shares of S&P Global worth $2.41M as of Q1 2026.
Coastal Bridge Advisors sold 32 S&P Global shares in Q1 2026, an estimated $14.9K.
S&P Global made up 0.17% of Coastal Bridge Advisors's portfolio in Q1 2026, its #142 holding.
Coastal Bridge Advisors first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's S&P Global position peaked at $2.98M in Q4 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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