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Roehl & Yi Investment Advisors’s S&P Global SPGI Stock Holding History

Roehl & Yi Investment Advisors’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 		$140K Buy
15,186
+8
+0.1% +$3.38K 0.05% 184
2026
Q1 		$142K Buy
15,178
+1
+0% +$464 0.05% 172
2025
Q4 		$170K Buy
15,177
+60
+0.4% +$29.7K 0.07% 161
2025
Q3 		$130K Buy
+15,117
New +$8.09M 0.06% 159

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 $3.37T AUM 44.26% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Roehl & Yi Investment Advisors's SPGI Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its S&P Global (SPGI) stake by 0.05% in Q2 2026, buying an estimated $3.38K and bringing the position to 15,186 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #184.

Roehl & Yi Investment Advisors first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $170K in Q4 2025. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Roehl & Yi Investment Advisors held 15,186 shares of S&P Global worth $140K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 8 S&P Global shares in Q2 2026, an estimated $3.38K.
  • S&P Global made up 0.05% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #184 holding.
  • Roehl & Yi Investment Advisors first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's S&P Global position peaked at $170K in Q4 2025.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.