NP
SPGI icon

NorthRock Partners’s S&P Global SPGI Stock Holding History

NorthRock Partners’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 		$1.04M Buy
2,438
+247
+11% +$115K 0.02% 292
2025
Q4 		$1.14M Sell
2,191
-3,414
-61% -$1.69M 0.02% 254
2025
Q3 		$2.73M Buy
5,605
+788
+16% +$422K 0.05% 173
2025
Q2 		$2.54M Buy
4,817
+325
+7% +$162K 0.07% 112
2025
Q1 		$2.28M Hold
4,492
– – 0.08% 108
2024
Q4 		$2.24M Sell
4,492
-330
-7% -$167K 0.07% 108
2024
Q3 		$2.49M Buy
4,822
+1,295
+37% +$641K 0.08% 105
2024
Q2 		$1.57M Buy
3,527
+634
+22% +$272K 0.06% 140
2024
Q1 		$1.23M Buy
2,893
+121
+4% +$52.4K 0.05% 173
2023
Q4 		$1.22M Buy
2,772
+1,257
+83% +$496K 0.05% 165
2023
Q3 		$554K Sell
1,515
-115
-7% -$45.2K 0.06% 142
2023
Q2 		$653K Sell
1,630
-239
-13% -$87.3K 0.07% 109
2023
Q1 		$644K Buy
1,869
+91
+5% +$32K 0.07% 123
2022
Q4 		$595K Buy
+1,778
New +$586K 0.07% 136
2022
Q3 		– Sell
-655
Closed -$221K – 328
2022
Q2 		$221K Sell
655
-468
-42% -$167K 0.02% 276
2022
Q1 		$461K Buy
1,123
+602
+116% +$245K 0.04% 182
2021
Q4 		$246K Buy
+521
New +$238K 0.02% 279

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

NorthRock Partners's SPGI Position: Q1 2026 in Review

NorthRock Partners increased its S&P Global (SPGI) stake by 11% in Q1 2026, buying an estimated $115K and bringing the position to 2,438 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #292.

NorthRock Partners first reported a position in SPGI in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.73M in Q3 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • NorthRock Partners held 2,438 shares of S&P Global worth $1.04M as of Q1 2026.
  • NorthRock Partners bought 247 S&P Global shares in Q1 2026, an estimated $115K.
  • S&P Global made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #292 holding.
  • NorthRock Partners first reported a position in S&P Global in Q4 2021 and has held it in 17 quarters since.
  • NorthRock Partners's S&P Global position peaked at $2.73M in Q3 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.