DR
SPGI icon

Davis Rea’s S&P Global SPGI Stock Holding History

Davis Rea’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 		$4.21M Buy
9,901
+940
+10% +$436K 1.1% 33
2025
Q4 		$4.68M Buy
8,961
+99
+1% +$49K 1.17% 27
2025
Q3 		$4.31M Sell
8,862
-394
-4% -$211K 1.05% 36
2025
Q2 		$4.88M Sell
9,256
-47
-0.5% -$23.5K 1.21% 29
2025
Q1 		$4.73M Buy
+9,303
New +$4.75M 1.26% 28

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

Davis Rea's SPGI Position: Q1 2026 in Review

Davis Rea increased its S&P Global (SPGI) stake by 10% in Q1 2026, buying an estimated $436K and bringing the position to 9,901 shares worth $4.21M. The position accounts for 1.1% of the portfolio, ranked #33.

Davis Rea first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.88M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Davis Rea held 9,901 shares of S&P Global worth $4.21M as of Q1 2026.
  • Davis Rea bought 940 S&P Global shares in Q1 2026, an estimated $436K.
  • S&P Global made up 1.1% of Davis Rea's portfolio in Q1 2026, its #33 holding.
  • Davis Rea first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • Davis Rea's S&P Global position peaked at $4.88M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Davis Rea's 13F filing for Q1 2026, filed 30 Apr 2026.