Nalls Sherbakoff Group’s S&P Global SPGI Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$233K	Sell	445 -30	-6%	-$14.8K	0.17%	91
2025 Q3	$231K	Hold	475	–	–	0.16%	94
2025 Q2	$250K	Buy	475 +28	+6%	+$14K	0.18%	81
2025 Q1	$227K	Buy	+447	New	+$228K	0.18%	82
2023 Q4	$197K	Hold	447	–	–	0.18%	82
2023 Q3	$163K	Hold	447	–	–	0.16%	90
2023 Q2	$164K	Hold	447	–	–	0.16%	93
2023 Q1	$153K	Buy	+447	New	+$157K	0.15%	96
2018 Q4	$68K	Buy	+400	New	+$71.7K	0.11%	112

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nalls Sherbakoff Group's SPGI Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its S&P Global (SPGI) stake by 6.3% in Q4 2025, selling an estimated $14.8K and leaving 445 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #91.

Nalls Sherbakoff Group first reported a position in SPGI in Q4 2018 and has held it in 9 quarters since. The position peaked at $250K in Q2 2025. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Nalls Sherbakoff Group held 445 shares of S&P Global worth $233K as of Q4 2025.
Nalls Sherbakoff Group sold 30 S&P Global shares in Q4 2025, an estimated $14.8K.
S&P Global made up 0.17% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #91 holding.
Nalls Sherbakoff Group first reported a position in S&P Global in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's S&P Global position peaked at $250K in Q2 2025.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.