FCH
SPGI icon

Freestone Capital Holdings’s S&P Global SPGI Stock Holding History

Freestone Capital Holdings’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 		$4.99M Buy
12,243
+310
+3% +$131K 0.13% 103
2026
Q1 		$5.08M Buy
11,933
+114
+1% +$52.9K 0.15% 93
2025
Q4 		$6.18M Buy
11,819
+131
+1% +$64.8K 0.18% 85
2025
Q3 		$5.69M Buy
11,688
+196
+2% +$105K 0.17% 88
2025
Q2 		$6.06M Sell
11,492
-115
-1% -$57.4K 0.2% 85
2025
Q1 		$5.9M Buy
11,607
+108
+0.9% +$55.2K 0.22% 82
2024
Q4 		$5.73M Buy
11,499
+49
+0.4% +$24.9K 0.2% 79
2024
Q3 		$5.92M Buy
11,450
+255
+2% +$126K 0.2% 85
2024
Q2 		$4.99M Buy
11,195
+414
+4% +$178K 0.18% 85
2024
Q1 		$4.59M Buy
10,781
+378
+4% +$164K 0.17% 94
2023
Q4 		$4.58M Buy
10,403
+341
+3% +$135K 0.21% 84
2023
Q3 		$3.68M Buy
10,062
+801
+9% +$315K 0.19% 95
2023
Q2 		$3.71M Buy
9,261
+484
+6% +$177K 0.15% 98
2023
Q1 		$3.03M Sell
8,777
-194
-2% -$68.3K 0.13% 113
2022
Q4 		$3M Sell
8,971
-251
-3% -$82.7K 0.14% 113
2022
Q3 		$2.82M Sell
9,222
-834
-8% -$298K 0.13% 113
2022
Q2 		$3.39M Sell
10,056
-402
-4% -$143K 0.13% 108
2022
Q1 		$4.29M Buy
10,458
+8,737
+508% +$3.56M 0.17% 120
2021
Q4 		$812K Buy
1,721
+840
+95% +$384K 0.03% 256
2021
Q3 		$374K Buy
881
+113
+15% +$49K 0.02% 317
2021
Q2 		$315K Buy
768
+67
+10% +$25.7K 0.02% 332
2021
Q1 		$247K Buy
701
+85
+14% +$28.3K 0.01% 354
2020
Q4 		$202K Buy
616
+89
+17% +$30K 0.01% 343
2020
Q3 		$190K Sell
527
-297
-36% -$105K 0.01% 324
2020
Q2 		$271K Sell
824
-238
-22% -$71.6K ﹤0.01% 293
2020
Q1 		$260K Sell
1,062
-602
-36% -$165K 0.01% 321
2019
Q4 		$454K Buy
1,664
+151
+10% +$39.2K 0.01% 319
2019
Q3 		$371K Buy
+1,513
New +$378K 0.01% 326

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

Freestone Capital Holdings's SPGI Position: Q2 2026 in Review

Freestone Capital Holdings increased its S&P Global (SPGI) stake by 2.6% in Q2 2026, buying an estimated $131K and bringing the position to 12,243 shares worth $4.99M. The position accounts for 0.13% of the portfolio, ranked #103.

Freestone Capital Holdings first reported a position in SPGI in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.18M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Freestone Capital Holdings held 12,243 shares of S&P Global worth $4.99M as of Q2 2026.
  • Freestone Capital Holdings bought 310 S&P Global shares in Q2 2026, an estimated $131K.
  • S&P Global made up 0.13% of Freestone Capital Holdings's portfolio in Q2 2026, its #103 holding.
  • Freestone Capital Holdings first reported a position in S&P Global in Q3 2019 and has held it in 28 quarters since.
  • Freestone Capital Holdings's S&P Global position peaked at $6.18M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.