JCM
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Jacobsen Capital Management’s S&P Global SPGI Stock Holding History

Jacobsen Capital 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 		– Sell
-1,475
Closed -$627K – 136
2026
Q1 		$627K Sell
1,475
-126
-8% -$58.5K 0.21% 44
2025
Q4 		$837K Sell
1,601
-40
-2% -$19.8K 0.27% 33
2025
Q3 		$799K Sell
1,641
-1
-0.1% -$535 0.27% 37
2025
Q2 		$866K Sell
1,642
-1
-0.1% -$499 0.32% 32
2025
Q1 		$835K Buy
1,643
+19
+1% +$9.71K 0.36% 28
2024
Q4 		$809K Sell
1,624
-27
-2% -$13.7K 0.34% 29
2024
Q3 		$853K Sell
1,651
-89
-5% -$44K 0.36% 29
2024
Q2 		$776K Sell
1,740
-12
-0.7% -$5.15K 0.35% 30
2024
Q1 		$745K Hold
1,752
– – 0.35% 28
2023
Q4 		$772K Sell
1,752
-320
-15% -$126K 0.39% 25
2023
Q3 		$757K Buy
2,072
+136
+7% +$53.5K 0.41% 27
2023
Q2 		$776K Sell
1,936
-570
-23% -$208K 0.4% 26
2023
Q1 		$864K Sell
2,506
-1,535
-38% -$540K 0.46% 23
2022
Q4 		$1.35M Sell
4,041
-364
-8% -$120K 0.72% 31
2022
Q3 		$1.34M Sell
4,405
-68
-2% -$24.3K 0.77% 28
2022
Q2 		$1.51M Sell
4,473
-394
-8% -$140K 0.8% 25
2022
Q1 		$2M Buy
4,867
+412
+9% +$168K 0.92% 24
2021
Q4 		$2.1M Sell
4,455
-43
-1% -$19.7K 0.99% 20
2021
Q3 		$1.91M Buy
4,498
+70
+2% +$30.3K 0.96% 23
2021
Q2 		$1.82M Buy
4,428
+75
+2% +$28.8K 0.93% 21
2021
Q1 		$1.54M Buy
4,353
+802
+23% +$267K 0.85% 23
2020
Q4 		$1.17M Buy
3,551
+11
+0.3% +$3.71K 0.69% 32
2020
Q3 		$1.28M Sell
3,540
-94
-3% -$33.2K 0.89% 22
2020
Q2 		$1.2M Buy
+3,634
New +$1.09M 0.91% 21
2019
Q4 		$892K Buy
3,269
+1
+0% +$260 0.89% 27
2019
Q3 		$800K Sell
3,268
-703
-18% -$176K 0.77% 31
2019
Q2 		$904K Buy
+3,971
New +$867K 0.9% 27

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 $3.37T AUM 44.26% 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

Jacobsen Capital Management's SPGI Position: Q2 2026 in Review

Jacobsen Capital Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,475 shares — an estimated $627K sold.

Jacobsen Capital Management first reported a position in SPGI in Q2 2019 and held it in 27 quarters. The position peaked at $2.1M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Jacobsen Capital Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Jacobsen Capital Management sold 1,475 S&P Global shares in Q2 2026, an estimated $627K.
  • Jacobsen Capital Management first reported a position in S&P Global in Q2 2019 and held it in 27 quarters.
  • Jacobsen Capital Management's S&P Global position peaked at $2.1M in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.