Rossby Financial’s S&P Global SPGI Stock Holding History

Rossby Financial’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 Q1	$151K	Sell	356 -196	-36%	-$91K	0.03%	441
2025 Q4	$288K	Sell	552 -591	-52%	-$292K	0.09%	202
2025 Q3	$551K	Sell	1,143 -36	-3%	-$19.3K	0.18%	107
2025 Q2	$622K	Sell	1,179 -67	-5%	-$33.4K	0.23%	82
2025 Q1	$598K	Sell	1,246 -182	-13%	-$93K	0.25%	79
2024 Q4	$711K	Buy	+1,428	New	+$725K	0.44%	53

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rossby Financial's SPGI Position: Q1 2026 in Review

Rossby Financial reduced its S&P Global (SPGI) stake by 36% in Q1 2026, selling an estimated $91K and leaving 356 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #441.

Rossby Financial first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $711K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Rossby Financial held 356 shares of S&P Global worth $151K as of Q1 2026.
Rossby Financial sold 196 S&P Global shares in Q1 2026, an estimated $91K.
S&P Global made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #441 holding.
Rossby Financial first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
Rossby Financial's S&P Global position peaked at $711K in Q4 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.