Romano Brothers & Co’s S&P Global SPGI Stock Holding History

Romano Brothers & Co’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	$244K	Sell	599 -72	-11%	-$30.4K	0.02%	309
2026 Q1	$285K	Sell	671 -20	-3%	-$9.29K	0.03%	290
2025 Q4	$361K	Buy	691 +50	+8%	+$24.7K	0.04%	261
2025 Q3	$312K	Hold	641	–	–	0.04%	278
2025 Q2	$338K	Buy	641 +52	+9%	+$26K	0.04%	258
2025 Q1	$299K	Sell	589 -18	-3%	-$9.2K	0.04%	268
2024 Q4	$302K	Sell	607 -31	-5%	-$15.7K	0.04%	260
2024 Q3	$330K	Hold	638	–	–	0.04%	253
2024 Q2	$285K	Sell	638 -13	-2%	-$5.58K	0.04%	259
2024 Q1	$277K	Hold	651	–	–	0.04%	267
2023 Q4	$287K	Sell	651 -99	-13%	-$39.1K	0.04%	254
2023 Q3	$274K	Sell	750 -4	-0.5%	-$1.57K	0.04%	262
2023 Q2	$302K	Sell	754 -75	-9%	-$27.4K	0.05%	256
2023 Q1	$286K	Sell	829 -516	-38%	-$182K	0.04%	259
2022 Q4	$451K	Sell	1,345 -31	-2%	-$10.2K	0.07%	213
2022 Q3	$420K	Buy	+1,376	New	+$492K	0.07%	214

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

Romano Brothers & Co's SPGI Position: Q2 2026 in Review

Romano Brothers & Co reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $30.4K and leaving 599 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #309.

Romano Brothers & Co first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. The position peaked at $451K in Q4 2022. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Romano Brothers & Co held 599 shares of S&P Global worth $244K as of Q2 2026.
Romano Brothers & Co sold 72 S&P Global shares in Q2 2026, an estimated $30.4K.
S&P Global made up 0.02% of Romano Brothers & Co's portfolio in Q2 2026, its #309 holding.
Romano Brothers & Co first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's S&P Global position peaked at $451K in Q4 2022.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.