JF
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Jericho Financial’s S&P Global SPGI Stock Holding History

Jericho Financial’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 		$495K Sell
1,165
-195
-14% -$90.5K 0.31% 33
2025
Q4 		$711K Sell
1,360
-296
-18% -$146K 0.43% 31
2025
Q3 		$806K Buy
1,656
+2
+0.1% +$1.07K 0.49% 30
2025
Q2 		$872K Sell
1,654
-37
-2% -$18.5K 0.58% 30
2025
Q1 		$859K Sell
1,691
-81
-5% -$41.4K 0.62% 30
2024
Q4 		$883K Buy
+1,772
New +$899K 0.64% 30

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

Jericho Financial's SPGI Position: Q1 2026 in Review

Jericho Financial reduced its S&P Global (SPGI) stake by 14% in Q1 2026, selling an estimated $90.5K and leaving 1,165 shares worth $495K. The position accounts for 0.31% of the portfolio, ranked #33.

Jericho Financial first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $883K in Q4 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Jericho Financial held 1,165 shares of S&P Global worth $495K as of Q1 2026.
  • Jericho Financial sold 195 S&P Global shares in Q1 2026, an estimated $90.5K.
  • S&P Global made up 0.31% of Jericho Financial's portfolio in Q1 2026, its #33 holding.
  • Jericho Financial first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Jericho Financial's S&P Global position peaked at $883K in Q4 2024.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Jericho Financial's 13F filing for Q1 2026, filed 29 Apr 2026.