Frank Rimerman Advisors’s S&P Global SPGI Stock Holding History

Frank Rimerman Advisors’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	$2.04M	Sell	5,016 -132	-3%	-$55.7K	0.12%	145
2026 Q1	$2.19M	Sell	5,148 -1,179	-19%	-$547K	0.14%	115
2025 Q4	$3.31M	Buy	6,327 +64	+1%	+$31.7K	0.21%	82
2025 Q3	$3.05M	Sell	6,263 -82	-1%	-$43.9K	0.2%	81
2025 Q2	$3.35M	Buy	6,345 +801	+14%	+$400K	0.22%	72
2025 Q1	$2.82M	Sell	5,544 -100	-2%	-$51.1K	0.22%	74
2024 Q4	$2.81M	Sell	5,644 -1,272	-18%	-$645K	0.2%	75
2024 Q3	$3.57M	Buy	6,916 +1,663	+32%	+$823K	0.25%	62
2024 Q2	$2.34M	Buy	5,253 +5,240	+40,308%	+$2.25M	0.17%	104
2024 Q1	$5.53K	Hold	13	–	–	﹤0.01%	203
2023 Q4	$5.73K	Buy	+13	New	+$5.13K	﹤0.01%	193
2022 Q4	–	Sell	-3,077	Closed	-$940K	–	101
2022 Q3	$940K	Buy	3,077 +7	+0.2%	+$2.5K	0.34%	41
2022 Q2	$1.03M	Buy	3,070 +8	+0.3%	+$2.85K	0.4%	33
2022 Q1	$1.26M	Buy	3,062 +10	+0.3%	+$4.07K	0.4%	34
2021 Q4	$1.44M	Buy	3,052 +5	+0.2%	+$2.29K	0.48%	27
2021 Q3	$1.29M	Buy	+3,047	New	+$1.32M	0.5%	26

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

Frank Rimerman Advisors's SPGI Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its S&P Global (SPGI) stake by 2.6% in Q2 2026, selling an estimated $55.7K and leaving 5,016 shares worth $2.04M. The position accounts for 0.12% of the portfolio, ranked #145.

Frank Rimerman Advisors first reported a position in SPGI in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.57M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Frank Rimerman Advisors held 5,016 shares of S&P Global worth $2.04M as of Q2 2026.
Frank Rimerman Advisors sold 132 S&P Global shares in Q2 2026, an estimated $55.7K.
S&P Global made up 0.12% of Frank Rimerman Advisors's portfolio in Q2 2026, its #145 holding.
Frank Rimerman Advisors first reported a position in S&P Global in Q3 2021 and has held it in 16 quarters since.
Frank Rimerman Advisors's S&P Global position peaked at $3.57M in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.