FORA Capital’s S&P Global SPGI Stock Holding History

FORA Capital’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	$262K	Buy	+645	New	+$272K	0.02%	322
2025 Q3	–	Sell	-3,918	Closed	-$2.07M	–	662
2025 Q2	$2.07M	Buy	+3,918	New	+$1.96M	0.23%	115
2024 Q3	–	Sell	-21,058	Closed	-$9.39M	–	567
2024 Q2	$9.39M	Sell	21,058 -11,551	-35%	-$4.96M	1.15%	8
2024 Q1	$13.9M	Buy	+32,609	New	+$14.1M	1.14%	14
2023 Q2	–	Sell	-23,296	Closed	-$8.03M	–	596
2023 Q1	$8.03M	Buy	23,296 +8,615	+59%	+$3.03M	0.8%	21
2022 Q4	$4.92M	Sell	14,681 -3,653	-20%	-$1.2M	0.79%	26
2022 Q3	$5.6M	Buy	18,334 +17,572	+2,306%	+$6.29M	1.07%	13
2022 Q2	$257K	Buy	+762	New	+$272K	0.05%	362
2022 Q1	–	Sell	-5,171	Closed	-$2.44M	–	627
2021 Q4	$2.44M	Buy	+5,171	New	+$2.37M	0.95%	15
2021 Q3	–	Sell	-3,914	Closed	-$1.61M	–	807
2021 Q2	$1.61M	Sell	3,914 -557	-12%	-$214K	0.3%	86
2021 Q1	$1.58M	Buy	+4,471	New	+$1.49M	0.52%	43
2020 Q4	–	Sell	-813	Closed	-$293K	–	1124
2020 Q3	$293K	Buy	+813	New	+$287K	0.19%	120
2020 Q1	–	Sell	-8,927	Closed	-$2.44M	–	1317
2019 Q4	$2.44M	Buy	+8,927	New	+$2.32M	0.25%	107

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

FORA Capital's SPGI Position: Q2 2026 in Review

FORA Capital opened a new position in S&P Global (SPGI) in Q2 2026: 645 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings. This is a return to the name: FORA Capital previously reported a position in SPGI as recently as Q2 2025.

FORA Capital first reported a position in SPGI in Q4 2019 and has held it in 13 quarters since. The position peaked at $13.9M in Q1 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

FORA Capital held 645 shares of S&P Global worth $262K as of Q2 2026.
S&P Global was a new FORA Capital position in Q2 2026.
S&P Global made up 0.02% of FORA Capital's portfolio in Q2 2026, its #322 holding.
FORA Capital first reported a position in S&P Global in Q4 2019 and has held it in 13 quarters since.
FORA Capital's S&P Global position peaked at $13.9M in Q1 2024.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.