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O'Brien Greene & Co’s S&P Global SPGI Stock Holding History

O'Brien Greene & Co’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 		$7.27M Buy
17,091
+652
+4% +$303K 2.06% 20
2025
Q4 		$8.59M Buy
16,439
+244
+2% +$121K 2.55% 15
2025
Q3 		$7.88M Sell
16,195
-399
-2% -$214K 2.42% 16
2025
Q2 		$8.75M Sell
16,594
-499
-3% -$249K 2.86% 12
2025
Q1 		$8.68M Sell
17,093
-609
-3% -$311K 2.91% 11
2024
Q4 		$8.82M Buy
17,702
+10
+0.1% +$5.07K 2.86% 9
2024
Q3 		$9.14M Sell
17,692
-1,457
-8% -$721K 2.85% 11
2024
Q2 		$8.54M Buy
19,149
+1,037
+6% +$445K 2.7% 13
2024
Q1 		$7.71M Buy
18,112
+114
+0.6% +$49.4K 2.53% 12
2023
Q4 		$7.93M Sell
17,998
-284
-2% -$112K 2.79% 9
2023
Q3 		$6.68M Sell
18,282
-1,110
-6% -$436K 2.44% 15
2023
Q2 		$7.77M Sell
19,392
-872
-4% -$319K 2.7% 10
2023
Q1 		$6.99M Sell
20,264
-104
-0.5% -$36.6K 2.62% 11
2022
Q4 		$6.82M Sell
20,368
-43,995
-68% -$14.5M 2.59% 13
2022
Q3 		$19.7M Buy
64,363
+43,314
+206% +$15.5M 2.6% 11
2022
Q2 		$7.09M Buy
21,049
+716
+4% +$255K 2.68% 10
2022
Q1 		$8.34M Buy
20,333
+403
+2% +$164K 2.75% 8
2021
Q4 		$9.4M Sell
19,930
-412
-2% -$188K 3.09% 4
2021
Q3 		$8.64M Buy
20,342
+47
+0.2% +$20.4K 3.15% 4
2021
Q2 		$8.33M Sell
20,295
-555
-3% -$213K 2.97% 4
2021
Q1 		$7.36M Sell
20,850
-273
-1% -$90.9K 2.92% 5
2020
Q4 		$6.94M Sell
21,123
-285
-1% -$96.1K 2.86% 3
2020
Q3 		$7.72M Sell
21,408
-47
-0.2% -$16.6K 3.67% 3
2020
Q2 		$7.07M Sell
21,455
-743
-3% -$223K 3.74% 3
2020
Q1 		$5.44M Sell
22,198
-670
-3% -$184K 3.62% 3
2019
Q4 		$6.24M Sell
22,868
-284
-1% -$73.8K 3.17% 4
2019
Q3 		$5.67M Sell
23,152
-475
-2% -$119K 3.04% 5
2019
Q2 		$5.38M Sell
23,627
-2,370
-9% -$518K 2.82% 6
2019
Q1 		$5.47M Buy
25,997
+230
+0.9% +$44.5K 2.76% 6
2018
Q4 		$4.38M Buy
+25,767
New +$4.62M 2.61% 8

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

O'Brien Greene & Co's SPGI Position: Q1 2026 in Review

O'Brien Greene & Co increased its S&P Global (SPGI) stake by 4% in Q1 2026, buying an estimated $303K and bringing the position to 17,091 shares worth $7.27M. The position accounts for 2.06% of the portfolio, ranked #20.

O'Brien Greene & Co first reported a position in SPGI in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.7M in Q3 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • O'Brien Greene & Co held 17,091 shares of S&P Global worth $7.27M as of Q1 2026.
  • O'Brien Greene & Co bought 652 S&P Global shares in Q1 2026, an estimated $303K.
  • S&P Global made up 2.06% of O'Brien Greene & Co's portfolio in Q1 2026, its #20 holding.
  • O'Brien Greene & Co first reported a position in S&P Global in Q4 2018 and has held it in 30 quarters since.
  • O'Brien Greene & Co's S&P Global position peaked at $19.7M in Q3 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.