Richard Bernstein Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.8M | Hold |
6,582
| – | – | 0.08% | 50 |
|
|
2025
Q4 | $3.44M | Sell |
6,582
-716
| -10% | -$354K | 0.1% | 34 |
|
|
2025
Q3 | $3.55M | Sell |
7,298
-8,587
| -54% | -$4.6M | 0.1% | 38 |
|
|
2025
Q2 | $8.38M | Sell |
15,885
-864
| -5% | -$431K | 0.21% | 38 |
|
|
2025
Q1 | $8.51M | Buy |
+16,749
| New | +$8.56M | 0.21% | 37 |
|
|
2023
Q2 | – | Sell |
-14,091
| Closed | -$4.86M | – | 205 |
|
|
2023
Q1 | $4.86M | Hold |
14,091
| – | – | 0.1% | 67 |
|
|
2022
Q4 | $4.72M | Hold |
14,091
| – | – | 0.11% | 73 |
|
|
2022
Q3 | $4.3M | Sell |
14,091
-2,217
| -14% | -$793K | 0.11% | 83 |
|
|
2022
Q2 | $5.5M | Sell |
16,308
-9,711
| -37% | -$3.46M | 0.12% | 73 |
|
|
2022
Q1 | $10.7M | Buy |
26,019
+17,533
| +207% | +$7.14M | 0.21% | 52 |
|
|
2021
Q4 | $4M | Hold |
8,486
| – | – | 0.08% | 130 |
|
|
2021
Q3 | $3.6M | Buy |
8,486
+855
| +11% | +$370K | 0.07% | 148 |
|
|
2021
Q2 | $3.13M | Buy |
7,631
+3,909
| +105% | +$1.5M | 0.06% | 160 |
|
|
2021
Q1 | $1.31M | Hold |
3,722
| – | – | 0.03% | 234 |
|
|
2020
Q4 | $1.22M | Hold |
3,722
| – | – | 0.03% | 229 |
|
|
2020
Q3 | $1.34M | Hold |
3,722
| – | – | 0.04% | 188 |
|
|
2020
Q2 | $1.23M | Hold |
3,722
| – | – | 0.04% | 193 |
|
|
2020
Q1 | $912K | Hold |
3,722
| – | – | 0.03% | 167 |
|
|
2019
Q4 | $1.02M | Hold |
3,722
| – | – | 0.03% | 195 |
|
|
2019
Q3 | $911K | Hold |
3,722
| – | – | 0.03% | 205 |
|
|
2019
Q2 | $847K | Hold |
3,722
| – | – | 0.03% | 206 |
|
|
2019
Q1 | $783K | Sell |
3,722
-24,034
| -87% | -$4.65M | 0.03% | 230 |
|
|
2018
Q4 | $4.72M | Hold |
27,756
| – | – | 0.17% | 98 |
|
|
2018
Q3 | $5.42M | Hold |
27,756
| – | – | 0.16% | 114 |
|
|
2018
Q2 | $5.66M | Buy |
27,756
+1,210
| +5% | +$239K | 0.18% | 85 |
|
|
2018
Q1 | $5.07M | Hold |
26,546
| – | – | 0.18% | 102 |
|
|
2017
Q4 | $4.5M | Buy |
26,546
+2,512
| +10% | +$410K | 0.2% | 104 |
|
|
2017
Q3 | $3.76M | Hold |
24,034
| – | – | 0.26% | 113 |
|
|
2017
Q2 | $3.51M | Hold |
24,034
| – | – | 0.27% | 115 |
|
|
2017
Q1 | $3.14M | Hold |
24,034
| – | – | 0.24% | 140 |
|
|
2016
Q4 | $2.58M | Hold |
24,034
| – | – | 0.22% | 166 |
|
|
2016
Q3 | $3.04M | Hold |
24,034
| – | – | 0.29% | 121 |
|
|
2016
Q2 | $2.58M | Buy |
+24,034
| New | +$2.58M | 0.25% | 146 |
|
Other funds holding SPGI
VCM
VPM
Richard Bernstein Advisors's SPGI Position: Q1 2026 in Review
Richard Bernstein Advisors held its S&P Global (SPGI) position steady in Q1 2026 at 6,582 shares worth $2.8M. The position accounts for 0.08% of the portfolio, ranked #50.
Richard Bernstein Advisors first reported a position in SPGI in Q2 2016 and has held it in 33 quarters since. The position peaked at $10.7M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Richard Bernstein Advisors held 6,582 shares of S&P Global worth $2.8M as of Q1 2026.
- Richard Bernstein Advisors left its S&P Global share count unchanged in Q1 2026.
- S&P Global made up 0.08% of Richard Bernstein Advisors's portfolio in Q1 2026, its #50 holding.
- Richard Bernstein Advisors first reported a position in S&P Global in Q2 2016 and has held it in 33 quarters since.
- Richard Bernstein Advisors's S&P Global position peaked at $10.7M in Q1 2022.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.