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Legacy Bridge’s S&P Global SPGI Stock Holding History

Legacy Bridge’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 		– Sell
-6
Closed -$3.14K – 454
2025
Q4 		$3.14K Buy
+6
New +$2.97K ﹤0.01% 390
2020
Q1 		– Sell
-175
Closed -$48K – 303
2019
Q4 		$48K Hold
175
– – 0.04% 183
2019
Q3 		$43K Hold
175
– – 0.04% 184
2019
Q2 		$40K Hold
175
– – 0.04% 184
2019
Q1 		$37K Hold
175
– – 0.04% 186
2018
Q4 		$30K Buy
+175
New +$31.3K 0.04% 177

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Bridge's SPGI Position: Q1 2026 in Review

Legacy Bridge sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 6 shares — an estimated $3.14K sold.

Legacy Bridge first reported a position in SPGI in Q4 2018 and held it in 6 quarters. The position peaked at $48K in Q4 2019. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Legacy Bridge reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 6 S&P Global shares in Q1 2026, an estimated $3.14K.
  • Legacy Bridge first reported a position in S&P Global in Q4 2018 and held it in 6 quarters.
  • Legacy Bridge's S&P Global position peaked at $48K in Q4 2019.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.