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

Reliant 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
2025
Q4 		– Sell
-640
Closed -$311K – 64
2025
Q3 		$311K Sell
640
-9,703
-94% -$5.2M 0.12% 44
2025
Q2 		$5.45M Sell
10,343
-30
-0.3% -$15K 2.36% 23
2025
Q1 		$5.27M Sell
10,373
-93
-0.9% -$47.5K 2.74% 20
2024
Q4 		$5.21M Buy
10,466
+225
+2% +$114K 2.3% 23
2024
Q3 		$5.29M Buy
10,241
+360
+4% +$178K 2.49% 20
2024
Q2 		$4.41M Buy
9,881
+318
+3% +$136K 2.08% 26
2024
Q1 		$4.07M Sell
9,563
-25
-0.3% -$10.8K 1.91% 32
2023
Q4 		$4.22M Buy
9,588
+58
+0.6% +$22.9K 2.15% 28
2023
Q3 		$3.48M Buy
+9,530
New +$3.75M 2.03% 30

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reliant Investment Management's SPGI Position: Q4 2025 in Review

Reliant Investment Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 640 shares — an estimated $311K sold.

Reliant Investment Management first reported a position in SPGI in Q3 2023 and held it in 9 quarters. The position peaked at $5.45M in Q2 2025. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Reliant Investment Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • Reliant Investment Management sold 640 S&P Global shares in Q4 2025, an estimated $311K.
  • Reliant Investment Management first reported a position in S&P Global in Q3 2023 and held it in 9 quarters.
  • Reliant Investment Management's S&P Global position peaked at $5.45M in Q2 2025.
  • 2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Reliant Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.