Principal Street Partners’s S&P Global SPGI Stock Holding History

Principal Street 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	$233K	Sell	548 -59	-10%	-$27.4K	0.04%	208
2025 Q4	$317K	Buy	607 +26	+4%	+$12.9K	0.05%	163
2025 Q3	$283K	Sell	581 -581	-50%	-$311K	0.05%	206
2025 Q2	$612K	Buy	1,162 +614	+112%	+$306K	0.06%	181
2025 Q1	$278K	Sell	548 -22	-4%	-$11.2K	0.05%	180
2024 Q4	$284K	Buy	570 +41	+8%	+$20.8K	0.06%	178
2024 Q3	$236K	Sell	529 -8	-1%	-$3.96K	0.04%	198
2024 Q2	$239K	Hold	537	–	–	0.04%	207
2024 Q1	$232K	Buy	537 +8	+2%	+$3.47K	0.04%	218
2023 Q4	$233K	Buy	+529	New	+$209K	0.06%	187
2023 Q3	–	Sell	-529	Closed	-$212K	–	230
2023 Q2	$212K	Buy	+529	New	+$193K	0.05%	207
2022 Q4	–	Sell	-698	Closed	-$213K	–	240
2022 Q3	$213K	Buy	698 +96	+16%	+$34.3K	0.06%	187
2022 Q2	$203K	Buy	+602	New	+$215K	0.05%	200

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Street Partners's SPGI Position: Q1 2026 in Review

Principal Street Partners reduced its S&P Global (SPGI) stake by 9.7% in Q1 2026, selling an estimated $27.4K and leaving 548 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #208.

Principal Street Partners first reported a position in SPGI in Q2 2022 and has held it in 13 quarters since. The position peaked at $612K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Principal Street Partners held 548 shares of S&P Global worth $233K as of Q1 2026.
Principal Street Partners sold 59 S&P Global shares in Q1 2026, an estimated $27.4K.
S&P Global made up 0.04% of Principal Street Partners's portfolio in Q1 2026, its #208 holding.
Principal Street Partners first reported a position in S&P Global in Q2 2022 and has held it in 13 quarters since.
Principal Street Partners's S&P Global position peaked at $612K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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