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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
Q2 		$6.52K Sell
16
-757
-98% -$320K ﹤0.01% 453
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

J. Safra Asset Management's SPGI Position: Q2 2026 in Review

J. Safra Asset Management reduced its S&P Global (SPGI) stake by 98% in Q2 2026, selling an estimated $320K and leaving 16 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

J. Safra Asset Management first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $329K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • J. Safra Asset Management held 16 shares of S&P Global worth $6.52K as of Q2 2026.
  • J. Safra Asset Management sold 757 S&P Global shares in Q2 2026, an estimated $320K.
  • S&P Global made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #453 holding.
  • J. Safra Asset Management first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • J. Safra Asset Management's S&P Global position peaked at $329K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.