Liberty One Investment Management’s S&P Global SPGI Stock Holding History

Liberty One Investment Management’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	$277K	Buy	651 +610	+1,488%	+$283K	0.03%	145
2025 Q4	$21.5K	Sell	41 -609	-94%	-$301K	﹤0.01%	139
2025 Q3	$317K	Buy	650 +7	+1%	+$3.75K	0.02%	141
2025 Q2	$339K	Sell	643 -20	-3%	-$9.98K	0.03%	126
2025 Q1	$337K	Buy	663 +53	+9%	+$27.1K	0.03%	126
2024 Q4	$304K	Buy	610 +73	+14%	+$37K	0.03%	126
2024 Q3	$277K	Sell	537 -1	-0.2%	-$495	0.03%	122
2024 Q2	$240K	Buy	538 +247	+85%	+$106K	0.03%	127
2024 Q1	$124K	Buy	+291	New	+$126K	0.01%	152

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

Liberty One Investment Management's SPGI Position: Q1 2026 in Review

Liberty One Investment Management increased its S&P Global (SPGI) stake by 1,488% in Q1 2026, buying an estimated $283K and bringing the position to 651 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #145.

Liberty One Investment Management first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $339K in Q2 2025. 2,109 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Liberty One Investment Management held 651 shares of S&P Global worth $277K as of Q1 2026.
Liberty One Investment Management bought 610 S&P Global shares in Q1 2026, an estimated $283K.
S&P Global made up 0.03% of Liberty One Investment Management's portfolio in Q1 2026, its #145 holding.
Liberty One Investment Management first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
Liberty One Investment Management's S&P Global position peaked at $339K in Q2 2025.
2,109 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.