FG
SPGI icon

Fiduciary Group’s S&P Global SPGI Stock Holding History

Fiduciary Group’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 		$387K Sell
950
-87
-8% -$36.7K 0.03% 242
2026
Q1 		$441K Buy
1,037
+3
+0.3% +$1.39K 0.04% 224
2025
Q4 		$540K Buy
1,034
+104
+11% +$51.5K 0.05% 199
2025
Q3 		$453K Buy
930
+19
+2% +$10.2K 0.04% 216
2025
Q2 		$480K Sell
911
-18
-2% -$8.98K 0.05% 203
2025
Q1 		$472K Hold
929
– – 0.05% 198
2024
Q4 		$463K Hold
929
– – 0.05% 198
2024
Q3 		$480K Sell
929
-16
-2% -$7.92K 0.05% 197
2024
Q2 		$421K Sell
945
-5
-0.5% -$2.15K 0.05% 202
2024
Q1 		$404K Hold
950
– – 0.04% 204
2023
Q4 		$418K Hold
950
– – 0.05% 190
2023
Q3 		$347K Hold
950
– – 0.04% 190
2023
Q2 		$381K Buy
950
+8
+0.8% +$2.92K 0.05% 184
2023
Q1 		$325K Sell
942
-13
-1% -$4.58K 0.04% 190
2022
Q4 		$320K Sell
955
-21
-2% -$6.92K 0.04% 186
2022
Q3 		$338K Hold
976
– – 0.04% 185
2022
Q2 		$377K Buy
976
+133
+16% +$47.4K 0.05% 178
2022
Q1 		$275K Buy
843
+15
+2% +$6.11K 0.04% 193
2021
Q4 		$391K Hold
828
– – 0.04% 174
2021
Q3 		$385K Buy
828
+6
+0.7% +$2.6K 0.04% 173
2021
Q2 		$361K Hold
822
– – 0.04% 181
2021
Q1 		$321K Hold
822
– – 0.04% 184
2020
Q4 		$279K Buy
822
+25
+3% +$8.43K 0.04% 190
2020
Q3 		$287K Hold
797
– – 0.04% 170
2020
Q2 		$263K Buy
+797
New +$240K 0.04% 171
2020
Q1 		– Sell
-797
Closed -$218K – 196
2019
Q4 		$218K Sell
797
-60
-7% -$15.6K 0.03% 186
2019
Q3 		$210K Buy
+857
New +$214K 0.04% 183

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Group's SPGI Position: Q2 2026 in Review

Fiduciary Group reduced its S&P Global (SPGI) stake by 8.4% in Q2 2026, selling an estimated $36.7K and leaving 950 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #242.

Fiduciary Group first reported a position in SPGI in Q3 2019 and has held it in 27 quarters since. The position peaked at $540K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fiduciary Group held 950 shares of S&P Global worth $387K as of Q2 2026.
  • Fiduciary Group sold 87 S&P Global shares in Q2 2026, an estimated $36.7K.
  • S&P Global made up 0.03% of Fiduciary Group's portfolio in Q2 2026, its #242 holding.
  • Fiduciary Group first reported a position in S&P Global in Q3 2019 and has held it in 27 quarters since.
  • Fiduciary Group's S&P Global position peaked at $540K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.