LB Partners’s S&P Global SPGI Stock Holding History

LB Partners’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	$305K	Hold	750	–	–	0.21%	27
2026 Q1	$319K	Hold	750	–	–	0.29%	30
2025 Q4	$392K	Hold	750	–	–	0.36%	22
2025 Q3	$365K	Hold	750	–	–	0.23%	25
2025 Q2	$395K	Hold	750	–	–	0.25%	19
2025 Q1	$382K	Hold	750	–	–	0.28%	18
2024 Q4	$374K	Hold	750	–	–	0.28%	18
2024 Q3	$387K	Hold	750	–	–	0.34%	17
2024 Q2	$335K	Hold	750	–	–	0.28%	22
2024 Q1	$319K	Hold	750	–	–	0.33%	19
2023 Q4	$330K	Buy	+750	New	+$296K	0.36%	22

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

LB Partners's SPGI Position: Q2 2026 in Review

LB Partners held its S&P Global (SPGI) position steady in Q2 2026 at 750 shares worth $305K. The position accounts for 0.21% of the portfolio, ranked #27.

LB Partners first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $395K in Q2 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

LB Partners held 750 shares of S&P Global worth $305K as of Q2 2026.
LB Partners left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.21% of LB Partners's portfolio in Q2 2026, its #27 holding.
LB Partners first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
LB Partners's S&P Global position peaked at $395K in Q2 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.