Lavaca Capital’s S&P Global SPGI Stock Holding History

Lavaca Capital’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	$37K	Hold	87	–	–	0.01%	185
2025 Q4	$45.5K	Hold	87	–	–	0.01%	177
2025 Q3	$42.3K	Hold	87	–	–	0.01%	174
2025 Q2	$45.9K	Hold	87	–	–	0.02%	171
2025 Q1	$44.2K	Hold	87	–	–	0.02%	160
2024 Q4	$43.3K	Buy	+87	New	+$44.1K	0.02%	195
2023 Q4	–	Sell	-1,613	Closed	-$589K	–	126
2023 Q3	$589K	Hold	1,613	–	–	0.2%	90
2023 Q2	$647K	Sell	1,613 -87	-5%	-$31.8K	0.19%	88
2023 Q1	$589K	Buy	1,700 +170	+11%	+$59.8K	0.12%	122
2022 Q4	$511K	Buy	+1,530	New	+$504K	0.16%	121

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lavaca Capital's SPGI Position: Q1 2026 in Review

Lavaca Capital held its S&P Global (SPGI) position steady in Q1 2026 at 87 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #185.

Lavaca Capital first reported a position in SPGI in Q4 2022 and has held it in 10 quarters since. The position peaked at $647K in Q2 2023. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Lavaca Capital held 87 shares of S&P Global worth $37K as of Q1 2026.
Lavaca Capital left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #185 holding.
Lavaca Capital first reported a position in S&P Global in Q4 2022 and has held it in 10 quarters since.
Lavaca Capital's S&P Global position peaked at $647K in Q2 2023.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.