CFO
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CVA Family Office’s S&P Global SPGI Stock Holding History

CVA Family Office’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 		$298K Sell
731
-94
-11% -$39.7K 0.03% 268
2026
Q1 		$351K Buy
825
+46
+6% +$21.4K 0.04% 222
2025
Q4 		$407K Sell
779
-21
-3% -$10.4K 0.05% 196
2025
Q3 		$389K Sell
800
-1
-0.1% -$535 0.05% 200
2025
Q2 		$422K Sell
801
-5
-0.6% -$2.5K 0.06% 187
2025
Q1 		$410K Buy
806
+60
+8% +$30.7K 0.06% 186
2024
Q4 		$372K Buy
746
+28
+4% +$14.2K 0.06% 190
2024
Q3 		$371K Buy
718
+18
+3% +$8.91K 0.06% 177
2024
Q2 		$312K Buy
700
+4
+0.6% +$1.72K 0.06% 187
2024
Q1 		$296K Buy
696
+1
+0.1% +$433 0.05% 195
2023
Q4 		$306K Buy
695
+60
+9% +$23.7K 0.06% 185
2023
Q3 		$232K Sell
635
-74
-10% -$29.1K 0.05% 196
2023
Q2 		$284K Buy
709
+90
+15% +$32.9K 0.06% 178
2023
Q1 		$213K Buy
619
+52
+9% +$18.3K 0.05% 214
2022
Q4 		$190K Buy
567
+252
+80% +$83.1K 0.05% 213
2022
Q3 		$96K Sell
315
-10
-3% -$3.58K 0.03% 249
2022
Q2 		$110K Sell
325
-236
-42% -$84.1K 0.03% 231
2022
Q1 		$230K Buy
561
+250
+80% +$102K 0.06% 163
2021
Q4 		$147K Buy
+311
New +$142K 0.04% 192
2021
Q3 		– Sell
-306
Closed -$126K – 810
2021
Q2 		$126K Buy
306
+91
+42% +$35K 0.04% 207
2021
Q1 		$76K Buy
+215
New +$71.6K 0.03% 220

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CVA Family Office's SPGI Position: Q2 2026 in Review

CVA Family Office reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $39.7K and leaving 731 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #268.

CVA Family Office first reported a position in SPGI in Q1 2021 and has held it in 21 quarters since. The position peaked at $422K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CVA Family Office held 731 shares of S&P Global worth $298K as of Q2 2026.
  • CVA Family Office sold 94 S&P Global shares in Q2 2026, an estimated $39.7K.
  • S&P Global made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #268 holding.
  • CVA Family Office first reported a position in S&P Global in Q1 2021 and has held it in 21 quarters since.
  • CVA Family Office's S&P Global position peaked at $422K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.