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Magnolia Capital Advisors’s S&P Global SPGI Stock Holding History

Magnolia Capital Advisors’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 		$659K Sell
1,619
-46
-3% -$19.4K 0.11% 188
2026
Q1 		$708K Sell
1,665
-237
-12% -$110K 0.14% 174
2025
Q4 		$994K Sell
1,902
-88
-4% -$43.5K 0.21% 112
2025
Q3 		$968K Sell
1,990
-16
-0.8% -$8.57K 0.25% 107
2025
Q2 		$1.06M Sell
2,006
-39
-2% -$19.5K 0.27% 100
2025
Q1 		$1.04M Buy
2,045
+107
+6% +$54.7K 0.28% 95
2024
Q4 		$965K Buy
1,938
+446
+30% +$226K 0.25% 103
2024
Q3 		$771K Buy
1,492
+3
+0.2% +$1.49K 0.39% 76
2024
Q2 		$664K Sell
1,489
-558
-27% -$239K 0.37% 73
2024
Q1 		$845K Buy
2,047
+213
+12% +$92.3K 0.71% 43
2023
Q4 		$834K Buy
1,834
+119
+7% +$47K 0.61% 51
2023
Q3 		$592K Buy
1,715
+3
+0.2% +$1.18K 0.57% 43
2023
Q2 		$686K Sell
1,712
-3
-0.2% -$1.1K 0.34% 70
2023
Q1 		$591K Buy
1,715
+73
+4% +$25.7K 0.3% 79
2022
Q4 		$550K Buy
1,642
+28
+2% +$9.23K 0.37% 74
2022
Q3 		$493K Buy
1,614
+31
+2% +$11.1K 0.42% 70
2022
Q2 		$533K Buy
1,583
+258
+19% +$92K 0.48% 63
2022
Q1 		$543K Buy
+1,325
New +$540K 0.21% 104

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

Magnolia Capital Advisors's SPGI Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its S&P Global (SPGI) stake by 2.8% in Q2 2026, selling an estimated $19.4K and leaving 1,619 shares worth $659K. The position accounts for 0.11% of the portfolio, ranked #188.

Magnolia Capital Advisors first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.06M in Q2 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Magnolia Capital Advisors held 1,619 shares of S&P Global worth $659K as of Q2 2026.
  • Magnolia Capital Advisors sold 46 S&P Global shares in Q2 2026, an estimated $19.4K.
  • S&P Global made up 0.11% of Magnolia Capital Advisors's portfolio in Q2 2026, its #188 holding.
  • Magnolia Capital Advisors first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Magnolia Capital Advisors's S&P Global position peaked at $1.06M in Q2 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.