Keystone Investors’s S&P Global SPGI Stock Holding History

Keystone Investors’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
2025 Q4	$5.29M	Buy	+10,120	New	+$5.01M	0.48%	41
2025 Q1	–	Sell	-4,127	Closed	-$2.06M	–	91
2024 Q4	$2.06M	Buy	+4,127	New	+$2.09M	0.14%	53
2023 Q3	–	Sell	-2,763	Closed	-$1.11M	–	50
2023 Q2	$1.11M	Buy	+2,763	New	+$1.01M	0.19%	31

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keystone Investors's SPGI Position: Q4 2025 in Review

Keystone Investors opened a new position in S&P Global (SPGI) in Q4 2025: 10,120 shares worth $5.29M. The stake represents 0.48% of the portfolio and ranks #41 among its holdings. This is a return to the name: Keystone Investors previously reported a position in SPGI as recently as Q4 2024.

Keystone Investors first reported a position in SPGI in Q2 2023 and has held it in 3 quarters since. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Keystone Investors held 10,120 shares of S&P Global worth $5.29M as of Q4 2025.
S&P Global was a new Keystone Investors position in Q4 2025.
S&P Global made up 0.48% of Keystone Investors's portfolio in Q4 2025, its #41 holding.
Keystone Investors first reported a position in S&P Global in Q2 2023 and has held it in 3 quarters since.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.