Longboard Asset Management’s S&P Global SPGI Stock Holding History

Longboard Asset 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
2025 Q4	–	Sell	-469	Closed	-$228K	–	230
2025 Q3	$228K	Buy	+469	New	+$251K	0.37%	128
2025 Q2	–	Sell	-445	Closed	-$226K	–	219
2025 Q1	$226K	Hold	445	–	–	0.66%	69
2024 Q4	$222K	Buy	+445	New	+$226K	0.59%	78

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longboard Asset Management's SPGI Position: Q4 2025 in Review

Longboard Asset Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 469 shares — an estimated $228K sold.

Longboard Asset Management first reported a position in SPGI in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q3 2025. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Longboard Asset Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Longboard Asset Management sold 469 S&P Global shares in Q4 2025, an estimated $228K.
Longboard Asset Management first reported a position in S&P Global in Q4 2024 and held it in 3 quarters.
Longboard Asset Management's S&P Global position peaked at $228K in Q3 2025.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.