Howard Bailey Securities’s S&P Global SPGI Stock Holding History

Howard Bailey Securities’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	$315K	Sell	773 -94	-11%	-$39.7K	0.12%	83
2026 Q1	$369K	Sell	867 -367	-30%	-$170K	0.15%	86
2025 Q4	$645K	Sell	1,234 -51	-4%	-$25.2K	0.25%	60
2025 Q3	$625K	Sell	1,285 -72	-5%	-$38.6K	0.18%	70
2025 Q2	$716K	Sell	1,357 -12	-0.9%	-$5.99K	0.22%	61
2025 Q1	$696K	Sell	1,369 -234	-15%	-$120K	0.23%	68
2024 Q4	$798K	Sell	1,603 -101	-6%	-$51.2K	0.3%	58
2024 Q3	$880K	Buy	+1,704	New	+$843K	0.33%	52

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Howard Bailey Securities's SPGI Position: Q2 2026 in Review

Howard Bailey Securities reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $39.7K and leaving 773 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #83.

Howard Bailey Securities first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $880K in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Howard Bailey Securities held 773 shares of S&P Global worth $315K as of Q2 2026.
Howard Bailey Securities sold 94 S&P Global shares in Q2 2026, an estimated $39.7K.
S&P Global made up 0.12% of Howard Bailey Securities's portfolio in Q2 2026, its #83 holding.
Howard Bailey Securities first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's S&P Global position peaked at $880K in Q3 2024.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.