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Legacy Investment Solutions’s S&P Global SPGI Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$15.8K Buy
+30
New +$15K 0.01% 266
2024
Q4 		$15.6K Hold
30
– – 0.01% 242
2024
Q3 		$15.3K Buy
+30
New +$14.8K 0.01% 256

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's SPGI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in S&P Global (SPGI) in Q2 2025: 30 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPGI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPGI in Q3 2024 and has held it in 3 quarters since. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Legacy Investment Solutions held 30 shares of S&P Global worth $15.8K as of Q2 2025.
  • S&P Global was a new Legacy Investment Solutions position in Q2 2025.
  • S&P Global made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #266 holding.
  • Legacy Investment Solutions first reported a position in S&P Global in Q3 2024 and has held it in 3 quarters since.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.