Roble Belko & Company’s S&P Global SPGI Stock Holding History

Roble Belko & Company’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	$4K	Hold	10	–	–	﹤0.01%	367
2026 Q1	$4K	Hold	10	–	–	﹤0.01%	364
2025 Q4	$5K	Hold	10	–	–	﹤0.01%	350
2025 Q3	$5K	Buy	+10	New	+$5.36K	﹤0.01%	318
2023 Q1	–	Sell	-7	Closed	-$2K	–	328
2022 Q4	$2K	Hold	7	–	–	﹤0.01%	294
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	290
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	293
2022 Q1	$3K	Hold	7	–	–	﹤0.01%	338
2021 Q4	$3K	Hold	7	–	–	﹤0.01%	301
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	279
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	297
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	293
2020 Q4	$2K	Hold	7	–	–	﹤0.01%	287
2020 Q3	$3K	Buy	+7	New	+$2.47K	﹤0.01%	281

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

Roble Belko & Company's SPGI Position: Q2 2026 in Review

Roble Belko & Company held its S&P Global (SPGI) position steady in Q2 2026 at 10 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Roble Belko & Company first reported a position in SPGI in Q3 2020 and has held it in 14 quarters since. The position peaked at $5K in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Roble Belko & Company held 10 shares of S&P Global worth $4K as of Q2 2026.
Roble Belko & Company left its S&P Global share count unchanged in Q2 2026.
S&P Global made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #367 holding.
Roble Belko & Company first reported a position in S&P Global in Q3 2020 and has held it in 14 quarters since.
Roble Belko & Company's S&P Global position peaked at $5K in Q4 2025.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.