George Kaiser Family Foundation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $262K | Sell |
644
-182
| -22% | -$76.9K | 0.03% | 95 |
|
|
2026
Q1 | $351K | Hold |
826
| – | – | 0.04% | 59 |
|
|
2025
Q4 | $432K | Hold |
826
| – | – | 0.06% | 46 |
|
|
2025
Q3 | $402K | Hold |
826
| – | – | 0.06% | 56 |
|
|
2025
Q2 | $436K | Buy |
826
+277
| +50% | +$138K | 0.06% | 47 |
|
|
2025
Q1 | $279K | Buy |
+549
| New | +$281K | 0.04% | 40 |
|
|
2023
Q4 | – | Sell |
-5,268
| Closed | -$1.92M | – | 37 |
|
|
2023
Q3 | $1.92M | Hold |
5,268
| – | – | 0.36% | 31 |
|
|
2023
Q2 | $2.11M | Sell |
5,268
-1,021
| -16% | -$373K | 0.36% | 33 |
|
|
2023
Q1 | $2.17M | Hold |
6,289
| – | – | 0.35% | 34 |
|
|
2022
Q4 | $2.11M | Hold |
6,289
| – | – | 0.31% | 27 |
|
|
2022
Q3 | $1.92M | Hold |
6,289
| – | – | 0.34% | 27 |
|
|
2022
Q2 | $2.12M | Hold |
6,289
| – | – | 0.38% | 25 |
|
|
2022
Q1 | $2.58M | Hold |
6,289
| – | – | 0.42% | 24 |
|
|
2021
Q4 | $2.97M | Hold |
6,289
| – | – | 0.43% | 21 |
|
|
2021
Q3 | $2.67M | Hold |
6,289
| – | – | 0.44% | 21 |
|
|
2021
Q2 | $2.58M | Sell |
6,289
-447
| -7% | -$172K | 0.41% | 25 |
|
|
2021
Q1 | $2.38M | Sell |
6,736
-911
| -12% | -$303K | 0.5% | 27 |
|
|
2020
Q4 | $2.51M | Hold |
7,647
| – | – | 0.67% | 25 |
|
|
2020
Q3 | $2.76M | Hold |
7,647
| – | – | 0.95% | 18 |
|
|
2020
Q2 | $2.52M | Buy |
7,647
+24
| +0.3% | +$7.22K | 1.1% | 8 |
|
|
2020
Q1 | $1.87M | Hold |
7,623
| – | – | 1.02% | 10 |
|
|
2019
Q4 | $2.08M | Hold |
7,623
| – | – | 0.64% | 10 |
|
|
2019
Q3 | $1.87M | Sell |
7,623
-1,219
| -14% | -$305K | 0.66% | 10 |
|
|
2019
Q2 | $2.01M | Hold |
8,842
| – | – | 0.7% | 10 |
|
|
2019
Q1 | $1.86M | Sell |
8,842
-1,328
| -13% | -$257K | 0.65% | 10 |
|
|
2018
Q4 | $1.73M | Hold |
10,170
| – | – | 0.59% | 10 |
|
|
2018
Q3 | $1.99M | Hold |
10,170
| – | – | 0.62% | 8 |
|
|
2018
Q2 | $2.07M | Hold |
10,170
| – | – | 0.68% | 7 |
|
|
2018
Q1 | $1.94M | Hold |
10,170
| – | – | 0.61% | 9 |
|
|
2017
Q4 | $1.72M | Hold |
10,170
| – | – | 0.57% | 8 |
|
|
2017
Q3 | $1.59M | Hold |
10,170
| – | – | 0.73% | 10 |
|
|
2017
Q2 | $1.49M | Hold |
10,170
| – | – | 0.68% | 9 |
|
|
2017
Q1 | $1.33M | Buy |
+10,170
| New | +$1.26M | 0.54% | 9 |
|
Other funds holding SPGI
George Kaiser Family Foundation's SPGI Position: Q2 2026 in Review
George Kaiser Family Foundation reduced its S&P Global (SPGI) stake by 22% in Q2 2026, selling an estimated $76.9K and leaving 644 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #95.
George Kaiser Family Foundation first reported a position in SPGI in Q1 2017 and has held it in 33 quarters since. The position peaked at $2.97M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- George Kaiser Family Foundation held 644 shares of S&P Global worth $262K as of Q2 2026.
- George Kaiser Family Foundation sold 182 S&P Global shares in Q2 2026, an estimated $76.9K.
- S&P Global made up 0.03% of George Kaiser Family Foundation's portfolio in Q2 2026, its #95 holding.
- George Kaiser Family Foundation first reported a position in S&P Global in Q1 2017 and has held it in 33 quarters since.
- George Kaiser Family Foundation's S&P Global position peaked at $2.97M in Q4 2021.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.