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J. Safra Asset Management’s S&P Global SPGI Stock Holding History

J. Safra Asset Management’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 		$329K Buy
773
+614
+386% +$285K 0.02% 193
2025
Q4 		$83.1K Buy
159
+99
+165% +$49K ﹤0.01% 256
2025
Q3 		$29.2K Buy
+60
New +$32.1K ﹤0.01% 230

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

J. Safra Asset Management's SPGI Position: Q1 2026 in Review

J. Safra Asset Management increased its S&P Global (SPGI) stake by 386% in Q1 2026, buying an estimated $285K and bringing the position to 773 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #193.

J. Safra Asset Management first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • J. Safra Asset Management held 773 shares of S&P Global worth $329K as of Q1 2026.
  • J. Safra Asset Management bought 614 S&P Global shares in Q1 2026, an estimated $285K.
  • S&P Global made up 0.02% of J. Safra Asset Management's portfolio in Q1 2026, its #193 holding.
  • J. Safra Asset Management first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.