Investors Research Corp’s S&P Global SPGI Stock Holding History

Investors Research Corp’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	$321K	Sell	787 -25	-3%	-$10.6K	0.06%	211
2026 Q1	$345K	Buy	812 +775	+2,095%	+$360K	0.07%	211
2025 Q4	$19.3K	Hold	37	–	–	﹤0.01%	544
2025 Q3	$18K	Hold	37	–	–	﹤0.01%	573
2025 Q2	$19.5K	Hold	37	–	–	﹤0.01%	590
2025 Q1	$18.8K	Buy	+37	New	+$18.9K	﹤0.01%	597
2024 Q3	–	Sell	-4	Closed	-$1.78K	–	1044
2024 Q2	$1.78K	Hold	4	–	–	﹤0.01%	944
2024 Q1	$1.7K	Hold	4	–	–	﹤0.01%	915
2023 Q4	$1.76K	Hold	4	–	–	﹤0.01%	951
2023 Q3	$1.46K	Buy	+4	New	+$1.57K	﹤0.01%	966
2020 Q2	–	Sell	-49	Closed	-$12K	–	1118
2020 Q1	$12K	Hold	49	–	–	0.01%	740
2019 Q4	$13K	Hold	49	–	–	0.01%	793
2019 Q3	$12K	Buy	+49	New	+$12.2K	0.01%	814

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Investors Research Corp's SPGI Position: Q2 2026 in Review

Investors Research Corp reduced its S&P Global (SPGI) stake by 3.1% in Q2 2026, selling an estimated $10.6K and leaving 787 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #211.

Investors Research Corp first reported a position in SPGI in Q3 2019 and has held it in 13 quarters since. The position peaked at $345K in Q1 2026. 431 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Investors Research Corp held 787 shares of S&P Global worth $321K as of Q2 2026.
Investors Research Corp sold 25 S&P Global shares in Q2 2026, an estimated $10.6K.
S&P Global made up 0.06% of Investors Research Corp's portfolio in Q2 2026, its #211 holding.
Investors Research Corp first reported a position in S&P Global in Q3 2019 and has held it in 13 quarters since.
Investors Research Corp's S&P Global position peaked at $345K in Q1 2026.
431 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.