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E.S. Barr & Co’s S&P Global SPGI Stock Holding History

E.S. Barr & Co’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 		$468K Hold
1,100
– – 0.03% 79
2025
Q4 		$575K Hold
1,100
– – 0.03% 76
2025
Q3 		$535K Hold
1,100
– – 0.03% 70
2025
Q2 		$580K Buy
+1,100
New +$549K 0.03% 71

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

E.S. Barr & Co's SPGI Position: Q1 2026 in Review

E.S. Barr & Co held its S&P Global (SPGI) position steady in Q1 2026 at 1,100 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #79.

E.S. Barr & Co first reported a position in SPGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $580K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • E.S. Barr & Co held 1,100 shares of S&P Global worth $468K as of Q1 2026.
  • E.S. Barr & Co left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up 0.03% of E.S. Barr & Co's portfolio in Q1 2026, its #79 holding.
  • E.S. Barr & Co first reported a position in S&P Global in Q2 2025 and has held it in 4 quarters since.
  • E.S. Barr & Co's S&P Global position peaked at $580K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.