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 Q2	$210K	Sell	517 -31	-6%	-$13.1K	0.03%	256
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Street Partners's SPGI Position: Q2 2026 in Review

Principal Street Partners reduced its S&P Global (SPGI) stake by 5.7% in Q2 2026, selling an estimated $13.1K and leaving 517 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #256.

Principal Street Partners first reported a position in SPGI in Q2 2022 and has held it in 14 quarters since. The position peaked at $612K in Q2 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Principal Street Partners held 517 shares of S&P Global worth $210K as of Q2 2026.
Principal Street Partners sold 31 S&P Global shares in Q2 2026, an estimated $13.1K.
S&P Global made up 0.03% of Principal Street Partners's portfolio in Q2 2026, its #256 holding.
Principal Street Partners first reported a position in S&P Global in Q2 2022 and has held it in 14 quarters since.
Principal Street Partners's S&P Global position peaked at $612K in Q2 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.