DBRC
SPGI icon

D.B. Root & Company’s S&P Global SPGI Stock Holding History

D.B. Root & Company’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 		$246K Sell
579
-187
-24% -$86.8K 0.06% 174
2025
Q4 		$400K Sell
766
-89
-10% -$44K 0.1% 124
2025
Q3 		$416K Sell
855
-199
-19% -$107K 0.11% 122
2025
Q2 		$556K Buy
1,054
+593
+129% +$296K 0.16% 96
2025
Q1 		$234K Sell
461
-56
-11% -$28.6K 0.08% 155
2024
Q4 		$257K Sell
517
-27
-5% -$13.7K 0.08% 149
2024
Q3 		$281K Sell
544
-411
-43% -$203K 0.09% 143
2024
Q2 		$426K Buy
955
+22
+2% +$9.44K 0.15% 119
2024
Q1 		$397K Buy
933
+271
+41% +$117K 0.13% 126
2023
Q4 		$292K Buy
662
+23
+4% +$9.08K 0.11% 145
2023
Q3 		$233K Sell
639
-16
-2% -$6.29K 0.09% 152
2023
Q2 		$263K Buy
655
+37
+6% +$13.5K 0.1% 155
2023
Q1 		$213K Sell
618
-4
-0.6% -$1.41K 0.08% 159
2022
Q4 		$208K Sell
622
-37
-6% -$12.2K 0.09% 154
2022
Q3 		$201K Sell
659
-4
-0.6% -$1.43K 0.09% 153
2022
Q2 		$223K Sell
663
-16
-2% -$5.7K 0.1% 160
2022
Q1 		$278K Buy
679
+11
+2% +$4.48K 0.1% 158
2021
Q4 		$315K Sell
668
-17
-2% -$7.78K 0.11% 160
2021
Q3 		$291K Sell
685
-178
-21% -$77.1K 0.11% 166
2021
Q2 		$354K Sell
863
-42
-5% -$16.1K 0.13% 172
2021
Q1 		$319K Buy
905
+3
+0.3% +$998 0.13% 175
2020
Q4 		$296K Sell
902
-93
-9% -$31.4K 0.12% 175
2020
Q3 		$358K Sell
995
-15
-1% -$5.29K 0.14% 163
2020
Q2 		$332K Sell
1,010
-19
-2% -$5.71K 0.14% 163
2020
Q1 		$252K Sell
1,029
-631
-38% -$173K 0.13% 168
2019
Q4 		$453K Buy
1,660
+2
+0.1% +$520 0.2% 135
2019
Q3 		$406K Sell
1,658
-144
-8% -$36K 0.19% 139
2019
Q2 		$410K Sell
1,802
-678
-27% -$148K 0.18% 135
2019
Q1 		$522K Buy
+2,480
New +$480K 0.22% 121

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

D.B. Root & Company's SPGI Position: Q1 2026 in Review

D.B. Root & Company reduced its S&P Global (SPGI) stake by 24% in Q1 2026, selling an estimated $86.8K and leaving 579 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #174.

D.B. Root & Company first reported a position in SPGI in Q1 2019 and has held it in 29 quarters since. The position peaked at $556K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • D.B. Root & Company held 579 shares of S&P Global worth $246K as of Q1 2026.
  • D.B. Root & Company sold 187 S&P Global shares in Q1 2026, an estimated $86.8K.
  • S&P Global made up 0.06% of D.B. Root & Company's portfolio in Q1 2026, its #174 holding.
  • D.B. Root & Company first reported a position in S&P Global in Q1 2019 and has held it in 29 quarters since.
  • D.B. Root & Company's S&P Global position peaked at $556K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.