CMF
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Counterpoint Mutual Funds’s S&P Global SPGI Stock Holding History

Counterpoint Mutual Funds’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
2025
Q4 		– Sell
-560
Closed -$273K – 481
2025
Q3 		$273K Buy
+560
New +$300K 0.02% 316
2025
Q2 		– Sell
-726
Closed -$369K – 426
2025
Q1 		$369K Buy
+726
New +$371K 0.05% 205

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Counterpoint Mutual Funds's SPGI Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 560 shares — an estimated $273K sold.

Counterpoint Mutual Funds first reported a position in SPGI in Q1 2025 and held it in 2 quarters. The position peaked at $369K in Q1 2025. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 560 S&P Global shares in Q4 2025, an estimated $273K.
  • Counterpoint Mutual Funds first reported a position in S&P Global in Q1 2025 and held it in 2 quarters.
  • Counterpoint Mutual Funds's S&P Global position peaked at $369K in Q1 2025.
  • 2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.