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Reflection Asset Management’s S&P Global SPGI Stock Holding History

Reflection Asset 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 		$227K Buy
534
+93
+21% +$43.2K 0.14% 114
2025
Q4 		$230K Buy
+441
New +$218K 0.16% 99

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Reflection Asset Management's SPGI Position: Q1 2026 in Review

Reflection Asset Management increased its S&P Global (SPGI) stake by 21% in Q1 2026, buying an estimated $43.2K and bringing the position to 534 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #114.

Reflection Asset Management first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Reflection Asset Management held 534 shares of S&P Global worth $227K as of Q1 2026.
  • Reflection Asset Management bought 93 S&P Global shares in Q1 2026, an estimated $43.2K.
  • S&P Global made up 0.14% of Reflection Asset Management's portfolio in Q1 2026, its #114 holding.
  • Reflection Asset Management first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's S&P Global position peaked at $230K in Q4 2025.
  • 2,127 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.