Golden State Equity Partners’s S&P Global SPGI Stock Holding History

Golden State Equity Partners’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	$797K	Sell	1,874 -1,044	-36%	-$485K	0.06%	333
2025 Q4	$1.52M	Buy	2,918 +907	+45%	+$449K	0.25%	85
2025 Q3	$979K	Sell	2,011 -7	-0.3%	-$3.75K	0.17%	153
2025 Q2	$1.06M	Sell	2,018 -117	-5%	-$58.4K	0.2%	128
2025 Q1	$1.08M	Sell	2,135 -180	-8%	-$92K	0.21%	128
2024 Q4	$1.15M	Buy	2,315 +1,110	+92%	+$563K	0.22%	115
2024 Q3	$622K	Sell	1,205 -1,479	-55%	-$732K	0.33%	53
2024 Q2	$1.2M	Buy	+2,684	New	+$1.15M	0.25%	99
2023 Q4	$663K	Buy	1,504 +261	+21%	+$103K	0.16%	148
2023 Q3	$454K	Buy	1,243 +218	+21%	+$85.7K	0.13%	177
2023 Q2	$411K	Buy	+1,025	New	+$375K	0.12%	212
2021 Q4	–	Sell	-2,018	Closed	-$857K	–	244
2021 Q3	$857K	Sell	2,018 -125	-6%	-$54.2K	0.35%	67
2021 Q2	$880K	Buy	+2,143	New	+$824K	0.34%	77

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

Golden State Equity Partners's SPGI Position: Q1 2026 in Review

Golden State Equity Partners reduced its S&P Global (SPGI) stake by 36% in Q1 2026, selling an estimated $485K and leaving 1,874 shares worth $797K. The position accounts for 0.06% of the portfolio, ranked #333.

Golden State Equity Partners first reported a position in SPGI in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.52M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Golden State Equity Partners held 1,874 shares of S&P Global worth $797K as of Q1 2026.
Golden State Equity Partners sold 1,044 S&P Global shares in Q1 2026, an estimated $485K.
S&P Global made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #333 holding.
Golden State Equity Partners first reported a position in S&P Global in Q2 2021 and has held it in 13 quarters since.
Golden State Equity Partners's S&P Global position peaked at $1.52M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.