Lafayette Investments’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$772K Buy
1,895
+82
+5% +$34.6K 0.14% 89
2026
Q1
$771K Buy
1,813
+698
+63% +$324K 0.16% 87
2025
Q4
$583K Buy
1,115
+184
+20% +$91K 0.11% 95
2025
Q3
$453K Buy
931
+94
+11% +$50.3K 0.09% 102
2025
Q2
$441K Buy
837
+70
+9% +$34.9K 0.09% 99
2025
Q1
$390K Buy
767
+99
+15% +$50.6K 0.08% 104
2024
Q4
$333K Buy
668
+16
+2% +$8.12K 0.07% 112
2024
Q3
$337K Buy
652
+1
+0.2% +$495 0.07% 108
2024
Q2
$290K Buy
651
+51
+9% +$21.9K 0.07% 110
2024
Q1
$255K Buy
600
+94
+19% +$40.7K 0.06% 115
2023
Q4
$223K Buy
+506
New +$200K 0.06% 121

Other funds holding SPGI

Lafayette Investments's SPGI Position: Q2 2026 in Review

Lafayette Investments increased its S&P Global (SPGI) stake by 4.5% in Q2 2026, buying an estimated $34.6K and bringing the position to 1,895 shares worth $772K. The position accounts for 0.14% of the portfolio, ranked #89.

Lafayette Investments first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Lafayette Investments held 1,895 shares of S&P Global worth $772K as of Q2 2026.
  • Lafayette Investments bought 82 S&P Global shares in Q2 2026, an estimated $34.6K.
  • S&P Global made up 0.14% of Lafayette Investments's portfolio in Q2 2026, its #89 holding.
  • Lafayette Investments first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.