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Colonial River Investments’s S&P Global SPGI Stock Holding History

Colonial River Investments’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
-1,029
Closed -$538K – 242
2025
Q4 		$538K Buy
1,029
+43
+4% +$21.3K 0.19% 114
2025
Q3 		$480K Sell
986
-3
-0.3% -$1.61K 0.18% 127
2025
Q2 		$524K Buy
989
+435
+79% +$217K 0.23% 99
2025
Q1 		$281K Buy
+554
New +$283K 0.15% 146

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Colonial River Investments's SPGI Position: Q1 2026 in Review

Colonial River Investments sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,029 shares — an estimated $538K sold.

Colonial River Investments first reported a position in SPGI in Q1 2025 and held it in 4 quarters. The position peaked at $538K in Q4 2025. 2,111 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Colonial River Investments reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Colonial River Investments sold 1,029 S&P Global shares in Q1 2026, an estimated $538K.
  • Colonial River Investments first reported a position in S&P Global in Q1 2025 and held it in 4 quarters.
  • Colonial River Investments's S&P Global position peaked at $538K in Q4 2025.
  • 2,111 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Colonial River Investments's 13F filing for Q1 2026, filed 27 Apr 2026.