EF
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Empowered Funds’s S&P Global SPGI Stock Holding History

Empowered Funds’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 		$14.4M Buy
33,795
+7,580
+29% +$3.52M 0.09% 238
2025
Q4 		$13.7M Buy
26,215
+751
+3% +$372K 0.23% 85
2025
Q3 		$12.4M Buy
25,464
+5,565
+28% +$2.98M 0.13% 171
2025
Q2 		$10.5M Buy
19,899
+8,075
+68% +$4.03M 0.12% 185
2025
Q1 		$6.01M Buy
11,824
+4,791
+68% +$2.45M 0.09% 322
2024
Q4 		$3.5M Buy
7,033
+1,006
+17% +$510K 0.05% 490
2024
Q3 		$3.11M Buy
6,027
+377
+7% +$187K 0.05% 510
2024
Q2 		$2.52M Buy
5,650
+326
+6% +$140K 0.04% 531
2024
Q1 		$2.27M Sell
5,324
-1,118
-17% -$485K 0.04% 568
2023
Q4 		$2.84M Buy
6,442
+586
+10% +$231K 0.07% 397
2023
Q3 		$2.14M Buy
5,856
+695
+13% +$273K 0.06% 432
2023
Q2 		$2.07M Sell
5,161
-163
-3% -$59.6K 0.07% 380
2023
Q1 		$1.84M Buy
+5,324
New +$1.87M 0.11% 217
2022
Q4 		– Sell
-3,165
Closed -$1.04M – 565
2022
Q3 		$966K Sell
3,165
-1,348
-30% -$482K 0.09% 180
2022
Q2 		$1.52M Buy
4,513
+108
+2% +$38.5K 0.2% 139
2022
Q1 		$1.81M Buy
4,405
+1,464
+50% +$596K 0.2% 134
2021
Q4 		$1.39M Buy
2,941
+1,801
+158% +$824K 0.16% 144
2021
Q3 		$484K Buy
1,140
+470
+70% +$204K 0.06% 182
2021
Q2 		$275K Buy
+670
New +$257K 0.03% 214

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

Empowered Funds's SPGI Position: Q1 2026 in Review

Empowered Funds increased its S&P Global (SPGI) stake by 29% in Q1 2026, buying an estimated $3.52M and bringing the position to 33,795 shares worth $14.4M. The position accounts for 0.09% of the portfolio, ranked #238.

Empowered Funds first reported a position in SPGI in Q2 2021 and has held it in 19 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Empowered Funds held 33,795 shares of S&P Global worth $14.4M as of Q1 2026.
  • Empowered Funds bought 7,580 S&P Global shares in Q1 2026, an estimated $3.52M.
  • S&P Global made up 0.09% of Empowered Funds's portfolio in Q1 2026, its #238 holding.
  • Empowered Funds first reported a position in S&P Global in Q2 2021 and has held it in 19 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.