FCM
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Family Capital Management’s S&P Global SPGI Stock Holding History

Family Capital Management’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
2025
Q4 		– Sell
-805
Closed -$392K – 109
2025
Q3 		$392K Buy
805
+108
+15% +$57.8K 0.19% 70
2025
Q2 		$368K Buy
+697
New +$348K 0.19% 68

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Family Capital Management's SPGI Position: Q4 2025 in Review

Family Capital Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 805 shares — an estimated $392K sold.

Family Capital Management first reported a position in SPGI in Q2 2025 and held it in 2 quarters. The position peaked at $392K in Q3 2025. 2,196 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Family Capital Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • Family Capital Management sold 805 S&P Global shares in Q4 2025, an estimated $392K.
  • Family Capital Management first reported a position in S&P Global in Q2 2025 and held it in 2 quarters.
  • Family Capital Management's S&P Global position peaked at $392K in Q3 2025.
  • 2,196 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Family Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.