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LRI Investments’s S&P Global SPGI Stock Holding History

LRI Investments’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
Q2 		$139K Sell
17,749
-28
-0.2% -$11.8K 0.01% 401
2026
Q1 		$156K Buy
17,777
+240
+1% +$111K 0.01% 326
2025
Q4 		$62.7K Buy
17,537
+3
+0% +$1.48K 0.01% 507
2025
Q3 		$57.8K Sell
17,534
-4
-0% -$2.14K ﹤0.01% 525
2025
Q2 		$63.8K Buy
17,538
+21
+0.1% +$10.5K 0.01% 513
2025
Q1 		$51.2K Buy
17,517
+29
+0.2% +$14.8K 0.01% 530
2024
Q4 		$36.4K Hold
17,488
– – ﹤0.01% 578
2024
Q3 		$36.9K Buy
17,488
+17,463
+69,852% +$8.64M ﹤0.01% 552
2024
Q2 		$11.2K Sell
25
-7
-22% -$3K ﹤0.01% 728
2024
Q1 		$13.6K Buy
+32
New +$13.9K ﹤0.01% 443

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

LRI Investments's SPGI Position: Q2 2026 in Review

LRI Investments reduced its S&P Global (SPGI) stake by 0.16% in Q2 2026, selling an estimated $11.8K and leaving 17,749 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #401.

LRI Investments first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $156K in Q1 2026. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LRI Investments held 17,749 shares of S&P Global worth $139K as of Q2 2026.
  • LRI Investments sold 28 S&P Global shares in Q2 2026, an estimated $11.8K.
  • S&P Global made up 0.01% of LRI Investments's portfolio in Q2 2026, its #401 holding.
  • LRI Investments first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's S&P Global position peaked at $156K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.