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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fiduciary Group's SPGI Position: Q1 2026 in Review

Fiduciary Group increased its S&P Global (SPGI) stake by 0.29% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,037 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #224.

Fiduciary Group first reported a position in SPGI in Q3 2019 and has held it in 26 quarters since. The position peaked at $540K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Fiduciary Group held 1,037 shares of S&P Global worth $441K as of Q1 2026.
  • Fiduciary Group bought 3 S&P Global shares in Q1 2026, an estimated $1.39K.
  • S&P Global made up 0.04% of Fiduciary Group's portfolio in Q1 2026, its #224 holding.
  • Fiduciary Group first reported a position in S&P Global in Q3 2019 and has held it in 26 quarters since.
  • Fiduciary Group's S&P Global position peaked at $540K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.