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 Q2	$1.34M	Sell	3,297 -509	-13%	-$215K	0.34%	57
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 $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

Fiduciary Family Office's SPGI Position: Q2 2026 in Review

Fiduciary Family Office reduced its S&P Global (SPGI) stake by 13% in Q2 2026, selling an estimated $215K and leaving 3,297 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #57.

Fiduciary Family Office first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2026. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Fiduciary Family Office held 3,297 shares of S&P Global worth $1.34M as of Q2 2026.
Fiduciary Family Office sold 509 S&P Global shares in Q2 2026, an estimated $215K.
S&P Global made up 0.34% of Fiduciary Family Office's portfolio in Q2 2026, its #57 holding.
Fiduciary Family Office first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's S&P Global position peaked at $1.62M in Q1 2026.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.