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CVFG LLC’s S&P Global SPGI Stock Holding History

CVFG LLC’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 		$1.29M Sell
3,159
-309
-9% -$130K 0.14% 130
2026
Q1 		$1.48M Buy
3,468
+1,323
+62% +$614K 0.18% 116
2025
Q4 		$1.12M Sell
2,145
-34
-2% -$16.8K 0.77% 29
2025
Q3 		$1.06M Sell
2,179
-5
-0.2% -$2.68K 0.77% 30
2025
Q2 		$1.15M Sell
2,184
-3
-0.1% -$1.5K 0.91% 27
2025
Q1 		$1.11M Sell
2,187
-79
-3% -$40.4K 1.01% 26
2024
Q4 		$1.13M Buy
+2,266
New +$1.15M 1.03% 25

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

CVFG LLC's SPGI Position: Q2 2026 in Review

CVFG LLC reduced its S&P Global (SPGI) stake by 8.9% in Q2 2026, selling an estimated $130K and leaving 3,159 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #130.

CVFG LLC first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CVFG LLC held 3,159 shares of S&P Global worth $1.29M as of Q2 2026.
  • CVFG LLC sold 309 S&P Global shares in Q2 2026, an estimated $130K.
  • S&P Global made up 0.14% of CVFG LLC's portfolio in Q2 2026, its #130 holding.
  • CVFG LLC first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's S&P Global position peaked at $1.48M in Q1 2026.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.