Rakuten Investment Management’s S&P Global SPGI Stock Holding History

Rakuten Investment Management’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	$19M	Buy	45,611 +4,727	+12%	+$2.19M	0.04%	89
2025 Q4	$21.7M	Buy	40,884 +16,340	+67%	+$8.08M	0.07%	89
2025 Q3	$5.62M	Buy	+24,544	New	+$13.1M	0.02%	227
2025 Q1	$14.5M	Buy	+28,861	New	+$14.7M	0.07%	80
2024 Q3	$9.3M	Buy	18,142 +4,510	+33%	+$2.23M	0.05%	66
2024 Q2	$6.12M	Buy	13,632 +4,969	+57%	+$2.13M	0.04%	70
2024 Q1	$3.69M	Buy	8,663 +7,861	+980%	+$3.41M	0.03%	75
2023 Q4	$354K	Buy	+802	New	+$316K	﹤0.01%	70

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

Rakuten Investment Management's SPGI Position: Q1 2026 in Review

Rakuten Investment Management increased its S&P Global (SPGI) stake by 12% in Q1 2026, buying an estimated $2.19M and bringing the position to 45,611 shares worth $19M. The position accounts for 0.04% of the portfolio, ranked #89.

Rakuten Investment Management first reported a position in SPGI in Q4 2023 and has held it in 8 quarters since. The position peaked at $21.7M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Rakuten Investment Management held 45,611 shares of S&P Global worth $19M as of Q1 2026.
Rakuten Investment Management bought 4,727 S&P Global shares in Q1 2026, an estimated $2.19M.
S&P Global made up 0.04% of Rakuten Investment Management's portfolio in Q1 2026, its #89 holding.
Rakuten Investment Management first reported a position in S&P Global in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's S&P Global position peaked at $21.7M in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.