Fiduciary Family Office’s S&P Global SPGI Stock Holding History

Fiduciary Family Office’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	$1.62M	Buy	3,806 +2,611	+218%	+$1.21M	0.46%	45
2025 Q4	$624K	Sell	1,195 -62	-5%	-$30.7K	0.18%	95
2025 Q3	$612K	Sell	1,257 -172	-12%	-$92.1K	0.17%	112
2025 Q2	$753K	Sell	1,429 -199	-12%	-$99.3K	0.25%	84
2025 Q1	$827K	Buy	+1,628	New	+$832K	0.28%	79
2024 Q4	–	Sell	-1,952	Closed	-$1.01M	–	225
2024 Q3	$1.01M	Sell	1,952 -1,055	-35%	-$522K	0.33%	64
2024 Q2	$1.34M	Sell	3,007 -247	-8%	-$106K	0.53%	43
2024 Q1	$1.38M	Sell	3,254 -107	-3%	-$46.4K	0.54%	46
2023 Q4	$1.48M	Buy	+3,361	New	+$1.33M	0.65%	27

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

Fiduciary Family Office's SPGI Position: Q1 2026 in Review

Fiduciary Family Office increased its S&P Global (SPGI) stake by 218% in Q1 2026, buying an estimated $1.21M and bringing the position to 3,806 shares worth $1.62M. The position accounts for 0.46% of the portfolio, ranked #45.

Fiduciary Family Office first reported a position in SPGI in Q4 2023 and has held it in 9 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Fiduciary Family Office held 3,806 shares of S&P Global worth $1.62M as of Q1 2026.
Fiduciary Family Office bought 2,611 S&P Global shares in Q1 2026, an estimated $1.21M.
S&P Global made up 0.46% of Fiduciary Family Office's portfolio in Q1 2026, its #45 holding.
Fiduciary Family Office first reported a position in S&P Global in Q4 2023 and has held it in 9 quarters since.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.