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

Family 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
2026 Q2	–	Sell	-520	Closed	-$221K	–	350
2026 Q1	$221K	Buy	+520	New	+$241K	0.03%	247

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

Family Management's SPGI Position: Q2 2026 in Review

Family Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 520 shares — an estimated $221K sold.

Family Management first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Family Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Family Management sold 520 S&P Global shares in Q2 2026, an estimated $221K.
Family Management first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
Family Management's S&P Global position peaked at $221K in Q1 2026.
2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.