Interchange Capital Partners’s S&P Global SPGI Stock Holding History

Interchange Capital 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	$573K	Buy	1,142 +70	+7%	+$32.5K	0.18%	127
2025 Q4	$560K	Sell	1,072 -464	-30%	-$230K	0.1%	176
2025 Q3	$748K	Buy	1,536 +367	+31%	+$197K	0.15%	129
2025 Q2	$616K	Buy	1,169 +37	+3%	+$18.5K	0.14%	129
2025 Q1	$575K	Buy	1,132 +66	+6%	+$33.7K	0.16%	124
2024 Q4	$531K	Sell	1,066 -14	-1%	-$7.1K	0.19%	126
2024 Q3	$558K	Buy	1,080 +454	+73%	+$225K	0.2%	127
2024 Q2	$279K	Buy	626 +139	+29%	+$59.6K	0.1%	200
2024 Q1	$210K	Buy	487 +20	+4%	+$8.67K	0.14%	154
2023 Q4	$205K	Sell	467 -82	-15%	-$32.4K	0.15%	146
2023 Q3	$201K	Buy	+549	New	+$216K	0.16%	143
2021 Q1	–	Sell	-5	Closed	-$1K	–	962
2020 Q4	$1K	Buy	+5	New	+$1.69K	﹤0.01%	1170

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

Interchange Capital Partners's SPGI Position: Q1 2026 in Review

Interchange Capital Partners increased its S&P Global (SPGI) stake by 6.5% in Q1 2026, buying an estimated $32.5K and bringing the position to 1,142 shares worth $573K. The position accounts for 0.18% of the portfolio, ranked #127.

Interchange Capital Partners first reported a position in SPGI in Q4 2020 and has held it in 12 quarters since. The position peaked at $748K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Interchange Capital Partners held 1,142 shares of S&P Global worth $573K as of Q1 2026.
Interchange Capital Partners bought 70 S&P Global shares in Q1 2026, an estimated $32.5K.
S&P Global made up 0.18% of Interchange Capital Partners's portfolio in Q1 2026, its #127 holding.
Interchange Capital Partners first reported a position in S&P Global in Q4 2020 and has held it in 12 quarters since.
Interchange Capital Partners's S&P Global position peaked at $748K in Q3 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.