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Concurrent Investment Advisors’s S&P Global SPGI Stock Holding History

Concurrent Investment 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 		$6.12M Sell
14,385
-620
-4% -$288K 0.07% 312
2025
Q4 		$7.84M Buy
15,005
+4,252
+40% +$2.1M 0.09% 236
2025
Q3 		$5.23M Sell
10,753
-25
-0.2% -$13.4K 0.09% 228
2025
Q2 		$5.68M Buy
10,778
+535
+5% +$267K 0.11% 200
2025
Q1 		$5.2M Buy
10,243
+2,291
+29% +$1.17M 0.13% 178
2024
Q4 		$3.96M Buy
7,952
+685
+9% +$348K 0.11% 197
2024
Q3 		$3.75M Buy
7,267
+58
+0.8% +$28.7K 0.11% 194
2024
Q2 		$3.22M Buy
7,209
+334
+5% +$143K 0.11% 200
2024
Q1 		$2.92M Sell
6,875
-1,678
-20% -$727K 0.12% 182
2023
Q4 		$3.77M Buy
+8,553
New +$3.38M 0.18% 136

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

Concurrent Investment Advisors's SPGI Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its S&P Global (SPGI) stake by 4.1% in Q1 2026, selling an estimated $288K and leaving 14,385 shares worth $6.12M. The position accounts for 0.07% of the portfolio, ranked #312.

Concurrent Investment Advisors first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.84M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Concurrent Investment Advisors held 14,385 shares of S&P Global worth $6.12M as of Q1 2026.
  • Concurrent Investment Advisors sold 620 S&P Global shares in Q1 2026, an estimated $288K.
  • S&P Global made up 0.07% of Concurrent Investment Advisors's portfolio in Q1 2026, its #312 holding.
  • Concurrent Investment Advisors first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's S&P Global position peaked at $7.84M in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.