Rainier Family Wealth’s S&P Global SPGI Stock Holding History

Rainier Family Wealth’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	–	Sell	-476	Closed	-$249K	–	102
2025 Q4	$249K	Buy	+476	New	+$236K	0.19%	80
2025 Q3	–	Sell	-556	Closed	-$293K	–	77
2025 Q2	$293K	Sell	556 -67	-11%	-$33.4K	0.29%	60
2025 Q1	$317K	Sell	623 -10	-2%	-$5.11K	0.37%	57
2024 Q4	$315K	Buy	+633	New	+$321K	0.38%	56

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

Rainier Family Wealth's SPGI Position: Q1 2026 in Review

Rainier Family Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 476 shares — an estimated $249K sold.

Rainier Family Wealth first reported a position in SPGI in Q4 2024 and held it in 4 quarters. The position peaked at $317K in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Rainier Family Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Rainier Family Wealth sold 476 S&P Global shares in Q1 2026, an estimated $249K.
Rainier Family Wealth first reported a position in S&P Global in Q4 2024 and held it in 4 quarters.
Rainier Family Wealth's S&P Global position peaked at $317K in Q1 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Rainier Family Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.