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

Gillson 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 Q1	–	Sell	-35,074	Closed	-$18.3M	–	95
2025 Q4	$18.3M	Buy	+35,074	New	+$17.4M	1.2%	28
2025 Q3	–	Sell	-47,384	Closed	-$25M	–	96
2025 Q2	$25M	Buy	+47,384	New	+$23.6M	1.91%	22
2024 Q2	–	Sell	-112,461	Closed	-$47.8M	–	71
2024 Q1	$47.8M	Buy	112,461 +29,621	+36%	+$12.8M	4.54%	3
2023 Q4	$36.5M	Buy	82,840 +10,265	+14%	+$4.05M	3.84%	7
2023 Q3	$26.5M	Buy	+72,575	New	+$28.5M	1.97%	14
2023 Q1	–	Sell	-85,535	Closed	-$28.6M	–	104
2022 Q4	$28.6M	Buy	+85,535	New	+$28.2M	2.17%	16

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gillson Capital's SPGI Position: Q1 2026 in Review

Gillson Capital sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 35,074 shares — an estimated $18.3M sold.

Gillson Capital first reported a position in SPGI in Q4 2022 and held it in 6 quarters. The position peaked at $47.8M in Q1 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Gillson Capital reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Gillson Capital sold 35,074 S&P Global shares in Q1 2026, an estimated $18.3M.
Gillson Capital first reported a position in S&P Global in Q4 2022 and held it in 6 quarters.
Gillson Capital's S&P Global position peaked at $47.8M in Q1 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.