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
2023 Q1	–	Sell	-4,460	Closed	-$1.49M	–	690
2022 Q4	$1.49M	Buy	+4,460	New	+$1.47M	0.1%	215

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.