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LRZ Capital’s S&P Global SPGI Stock Holding History

LRZ Capital’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 		$16M Sell
39,383
-5,197
-12% -$2.19M 8.13% 3
2026
Q1 		$19M Buy
44,580
+6,165
+16% +$2.86M 9.49% 3
2025
Q4 		$20.1M Buy
+38,415
New +$19M 9.06% 3

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LRZ Capital's SPGI Position: Q2 2026 in Review

LRZ Capital reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $2.19M and leaving 39,383 shares worth $16M. The position accounts for 8.13% of the portfolio, ranked #3.

LRZ Capital first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.1M in Q4 2025. 2,029 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LRZ Capital held 39,383 shares of S&P Global worth $16M as of Q2 2026.
  • LRZ Capital sold 5,197 S&P Global shares in Q2 2026, an estimated $2.19M.
  • S&P Global made up 8.13% of LRZ Capital's portfolio in Q2 2026, its #3 holding.
  • LRZ Capital first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • LRZ Capital's S&P Global position peaked at $20.1M in Q4 2025.
  • 2,029 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LRZ Capital's 13F filing for Q2 2026, filed 3 Aug 2026.