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 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 $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

R Squared's SPGI Position: Q1 2026 in Review

R Squared increased its S&P Global (SPGI) stake by 124% in Q1 2026, buying an estimated $515K and bringing the position to 2,000 shares worth $851K. The position accounts for 0.47% of the portfolio, ranked #37.

R Squared first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. The position peaked at $918K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

R Squared held 2,000 shares of S&P Global worth $851K as of Q1 2026.
R Squared bought 1,109 S&P Global shares in Q1 2026, an estimated $515K.
S&P Global made up 0.47% of R Squared's portfolio in Q1 2026, its #37 holding.
R Squared first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
R Squared's S&P Global position peaked at $918K in Q3 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.