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 Q2	$2.28M	Sell	5,596 -65	-1%	-$27.4K	0.14%	153
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	0.09%	201

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coastal Bridge Advisors's SPGI Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its S&P Global (SPGI) stake by 1.1% in Q2 2026, selling an estimated $27.4K and leaving 5,596 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #153.

Coastal Bridge Advisors first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.98M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Coastal Bridge Advisors held 5,596 shares of S&P Global worth $2.28M as of Q2 2026.
Coastal Bridge Advisors sold 65 S&P Global shares in Q2 2026, an estimated $27.4K.
S&P Global made up 0.14% of Coastal Bridge Advisors's portfolio in Q2 2026, its #153 holding.
Coastal Bridge Advisors first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's S&P Global position peaked at $2.98M in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.