Lebenthal Global Advisors’s S&P Global SPGI Stock Holding History

Lebenthal Global Advisors’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	$1.34M	Buy	3,151 +158	+5%	+$73.4K	0.19%	80
2025 Q4	$1.56M	Sell	2,993 -608	-17%	-$301K	0.24%	67
2025 Q3	$1.75M	Buy	3,601 +790	+28%	+$423K	0.31%	56
2025 Q2	$1.48M	Buy	2,811 +307	+12%	+$153K	0.28%	60
2025 Q1	$1.27M	Sell	2,504 -131	-5%	-$66.9K	0.24%	57
2024 Q4	$1.31M	Buy	2,635 +363	+16%	+$184K	0.24%	64
2024 Q3	$1.17M	Buy	+2,272	New	+$1.12M	0.24%	61
2022 Q3	–	Sell	-1,139	Closed	-$383K	–	131
2022 Q2	$383K	Buy	1,139 +31	+3%	+$11.1K	0.19%	87
2022 Q1	$454K	Buy	1,108 +95	+9%	+$38.7K	0.19%	89
2021 Q4	$478K	Buy	+1,013	New	+$463K	0.19%	81

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

Lebenthal Global Advisors's SPGI Position: Q1 2026 in Review

Lebenthal Global Advisors increased its S&P Global (SPGI) stake by 5.3% in Q1 2026, buying an estimated $73.4K and bringing the position to 3,151 shares worth $1.34M. The position accounts for 0.19% of the portfolio, ranked #80.

Lebenthal Global Advisors first reported a position in SPGI in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.75M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Lebenthal Global Advisors held 3,151 shares of S&P Global worth $1.34M as of Q1 2026.
Lebenthal Global Advisors bought 158 S&P Global shares in Q1 2026, an estimated $73.4K.
S&P Global made up 0.19% of Lebenthal Global Advisors's portfolio in Q1 2026, its #80 holding.
Lebenthal Global Advisors first reported a position in S&P Global in Q4 2021 and has held it in 10 quarters since.
Lebenthal Global Advisors's S&P Global position peaked at $1.75M in Q3 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.