Fulcrum Asset Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,142
Closed -$2.42M 351
2025
Q1
$2.42M Sell
6,142
-308
-5% -$157K 0.47% 60
2024
Q4
$2.59M Buy
6,450
+451
+8% +$229K 12.13% 4
2024
Q3
$2.33M Sell
5,999
-166
-3% -$82.2K 5.35% 10
2024
Q2
$2.23M Buy
+6,165
New +$2.64M 6.95% 7

Other funds holding SPGI

Fulcrum Asset Management's SPGI Position: Q2 2026 in Review

Fulcrum Asset Management increased its S&P Global (SPGI) stake by 3.8% in Q2 2026, buying an estimated $111K and bringing the position to 7,076 shares worth $2.73M. The position accounts for 0.27% of the portfolio, ranked #92.

Fulcrum Asset Management first reported a position in SPGI in Q2 2020 and has held it in 6 quarters since. The position peaked at $3.45M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fulcrum Asset Management held 7,076 shares of S&P Global worth $2.73M as of Q2 2026.
  • Fulcrum Asset Management bought 262 S&P Global shares in Q2 2026, an estimated $111K.
  • S&P Global made up 0.27% of Fulcrum Asset Management's portfolio in Q2 2026, its #92 holding.
  • Fulcrum Asset Management first reported a position in S&P Global in Q2 2020 and has held it in 6 quarters since.
  • Fulcrum Asset Management's S&P Global position peaked at $3.45M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.