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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Magnolia Capital Advisors's SPGI Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its S&P Global (SPGI) stake by 12% in Q1 2026, selling an estimated $110K and leaving 1,665 shares worth $708K. The position accounts for 0.14% of the portfolio, ranked #174.

Magnolia Capital Advisors first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Magnolia Capital Advisors held 1,665 shares of S&P Global worth $708K as of Q1 2026.
  • Magnolia Capital Advisors sold 237 S&P Global shares in Q1 2026, an estimated $110K.
  • S&P Global made up 0.14% of Magnolia Capital Advisors's portfolio in Q1 2026, its #174 holding.
  • Magnolia Capital Advisors first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Magnolia Capital Advisors's S&P Global position peaked at $1.06M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.