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Okabena Investment Services’s S&P Global SPGI Stock Holding History

Okabena Investment Services’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 		$2.21M Buy
5,419
+3,318
+158% +$1.4M 0.39% 45
2026
Q1 		$894K Sell
2,101
-435
-17% -$202K 0.17% 80
2025
Q4 		$1.33M Hold
2,536
– – 0.25% 65
2025
Q3 		$1.23M Buy
2,536
+35
+1% +$18.7K 0.24% 74
2025
Q2 		$1.32M Hold
2,501
– – 0.29% 59
2025
Q1 		$1.27M Sell
2,501
-2,425
-49% -$1.24M 0.32% 59
2024
Q4 		$2.45M Buy
4,926
+210
+4% +$107K 0.68% 27
2024
Q3 		$2.44M Buy
4,716
+191
+4% +$94.5K 0.69% 29
2024
Q2 		$2.02M Sell
4,525
-725
-14% -$311K 0.64% 31
2024
Q1 		$2.23M Sell
5,250
-437
-8% -$189K 0.74% 33
2023
Q4 		$2.51M Buy
5,687
+1,359
+31% +$536K 0.98% 29
2023
Q3 		$1.58M Sell
4,328
-452
-9% -$178K 1.23% 22
2023
Q2 		$1.92M Sell
4,780
-689
-13% -$252K 1.4% 21
2023
Q1 		$1.89M Sell
5,469
-1,694,531
-100% -$596M 1.32% 24
2022
Q4 		$1.7M Buy
1,700,000
+1,692,191
+21,670% +$558M 1.13% 27
2022
Q3 		$2.38M Buy
7,809
+796
+11% +$285K 1.15% 27
2022
Q2 		$2.36M Buy
7,013
+4,034
+135% +$1.44M 1.22% 22
2022
Q1 		$1.22M Buy
2,979
+2,331
+360% +$949K 0.52% 50
2021
Q4 		$306K Sell
648
-2,026
-76% -$927K 0.12% 92
2021
Q3 		$1.14M Sell
2,674
-581
-18% -$252K 0.6% 44
2021
Q2 		$1.34M Buy
+3,255
New +$1.25M 0.63% 44
2020
Q2 		– Sell
-3,185
Closed -$780K – 83
2020
Q1 		$780K Buy
+3,185
New +$874K 0.89% 42

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Okabena Investment Services's SPGI Position: Q2 2026 in Review

Okabena Investment Services increased its S&P Global (SPGI) stake by 158% in Q2 2026, buying an estimated $1.4M and bringing the position to 5,419 shares worth $2.21M. The position accounts for 0.39% of the portfolio, ranked #45.

Okabena Investment Services first reported a position in SPGI in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.51M in Q4 2023. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Okabena Investment Services held 5,419 shares of S&P Global worth $2.21M as of Q2 2026.
  • Okabena Investment Services bought 3,318 S&P Global shares in Q2 2026, an estimated $1.4M.
  • S&P Global made up 0.39% of Okabena Investment Services's portfolio in Q2 2026, its #45 holding.
  • Okabena Investment Services first reported a position in S&P Global in Q1 2020 and has held it in 22 quarters since.
  • Okabena Investment Services's S&P Global position peaked at $2.51M in Q4 2023.
  • 1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.