R Squared’s S&P Global SPGI Stock Holding History

R Squared’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	$1.27M	Buy	3,129 +1,129	+56%	+$477K	0.67%	19
2026 Q1	$851K	Buy	2,000 +1,109	+124%	+$515K	0.47%	37
2025 Q4	$466K	Sell	891 -996	-53%	-$493K	0.22%	131
2025 Q3	$918K	Buy	+1,887	New	+$1.01M	0.4%	51

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 $3.37T AUM 44.26% 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

R Squared's SPGI Position: Q2 2026 in Review

R Squared increased its S&P Global (SPGI) stake by 56% in Q2 2026, buying an estimated $477K and bringing the position to 3,129 shares worth $1.27M. The position accounts for 0.67% of the portfolio, ranked #19.

R Squared first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. 2,017 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

R Squared held 3,129 shares of S&P Global worth $1.27M as of Q2 2026.
R Squared bought 1,129 S&P Global shares in Q2 2026, an estimated $477K.
S&P Global made up 0.67% of R Squared's portfolio in Q2 2026, its #19 holding.
R Squared first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
2,017 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.