Dumont & Blake Investment Advisors’s S&P Global SPGI Stock Holding History

Dumont & Blake Investment Advisors’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	$216K	Hold	530	–	–	0.05%	186
2026 Q1	$225K	Buy	530 +7	+1%	+$3.25K	0.06%	179
2025 Q4	$273K	Hold	523	–	–	0.07%	168
2025 Q3	$255K	Hold	523	–	–	0.06%	176
2025 Q2	$276K	Hold	523	–	–	0.07%	167
2025 Q1	$266K	Sell	523 -42	-7%	-$21.5K	0.07%	166
2024 Q4	$281K	Buy	565 +3	+0.5%	+$1.52K	0.08%	171
2024 Q3	$290K	Sell	562 -562	-50%	-$278K	0.08%	170
2024 Q2	$501K	Buy	1,124 +562	+100%	+$241K	0.07%	175
2024 Q1	$239K	Sell	562 -155	-22%	-$67.2K	0.07%	181
2023 Q4	$316K	Buy	+717	New	+$283K	0.1%	152

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dumont & Blake Investment Advisors's SPGI Position: Q2 2026 in Review

Dumont & Blake Investment Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 530 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #186.

Dumont & Blake Investment Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $501K in Q2 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Dumont & Blake Investment Advisors held 530 shares of S&P Global worth $216K as of Q2 2026.
Dumont & Blake Investment Advisors left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #186 holding.
Dumont & Blake Investment Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Dumont & Blake Investment Advisors's S&P Global position peaked at $501K in Q2 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.