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Impact Investors’s S&P Global SPGI Stock Holding History

Impact Investors’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 		$225K Buy
529
+31
+6% +$14.4K 0.16% 90
2025
Q4 		$260K Sell
498
-7
-1% -$3.46K 0.18% 78
2025
Q3 		$246K Sell
505
-148
-23% -$79.2K 0.16% 94
2025
Q2 		$344K Buy
653
+3
+0.5% +$1.5K 0.24% 67
2025
Q1 		$330K Sell
650
-9
-1% -$4.6K 0.26% 69
2024
Q4 		$328K Buy
+659
New +$334K 0.25% 70

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Impact Investors's SPGI Position: Q1 2026 in Review

Impact Investors increased its S&P Global (SPGI) stake by 6.2% in Q1 2026, buying an estimated $14.4K and bringing the position to 529 shares worth $225K. The position accounts for 0.16% of the portfolio, ranked #90.

Impact Investors first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $344K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Impact Investors held 529 shares of S&P Global worth $225K as of Q1 2026.
  • Impact Investors bought 31 S&P Global shares in Q1 2026, an estimated $14.4K.
  • S&P Global made up 0.16% of Impact Investors's portfolio in Q1 2026, its #90 holding.
  • Impact Investors first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Impact Investors's S&P Global position peaked at $344K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.