Regatta Research & Money Management’s S&P Global SPGI Stock Holding History

Regatta Research & Money 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 Q2	$12.2K	Buy	+30	New	+$12.7K	0.01%	472

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Regatta Research & Money Management's SPGI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in S&P Global (SPGI) in Q2 2026: 30 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings.

1,522 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Regatta Research & Money Management held 30 shares of S&P Global worth $12.2K as of Q2 2026.
S&P Global was a new Regatta Research & Money Management position in Q2 2026.
S&P Global made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #472 holding.
1,522 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.