Richardson Capital Management’s S&P Global SPGI Stock Holding History

Richardson Capital 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 Q2	$163K	Sell	400 -15	-4%	-$6.33K	0.07%	59
2026 Q1	$177K	Buy	415 +15	+4%	+$6.96K	0.09%	52
2025 Q4	$209K	Hold	400	–	–	0.1%	36
2025 Q3	$195K	Hold	400	–	–	0.09%	40
2025 Q2	$211K	Hold	400	–	–	0.11%	34
2025 Q1	$203K	Hold	400	–	–	0.13%	33
2024 Q4	$199K	Buy	+400	New	+$203K	0.13%	33
2024 Q3	–	Sell	-10	Closed	-$4.46K	–	178
2024 Q2	$4.46K	Buy	+10	New	+$4.29K	﹤0.01%	146

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Richardson Capital Management's SPGI Position: Q2 2026 in Review

Richardson Capital Management reduced its S&P Global (SPGI) stake by 3.6% in Q2 2026, selling an estimated $6.33K and leaving 400 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #59.

Richardson Capital Management first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $211K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Richardson Capital Management held 400 shares of S&P Global worth $163K as of Q2 2026.
Richardson Capital Management sold 15 S&P Global shares in Q2 2026, an estimated $6.33K.
S&P Global made up 0.07% of Richardson Capital Management's portfolio in Q2 2026, its #59 holding.
Richardson Capital Management first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
Richardson Capital Management's S&P Global position peaked at $211K in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.