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Rothschild Investment LLC’s S&P Global SPGI Stock Holding History

Rothschild Investment LLC’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 		$3.39M Buy
8,318
+3,244
+64% +$1.37M 0.13% 158
2026
Q1 		$2.16M Buy
5,074
+2,393
+89% +$1.11M 0.11% 157
2025
Q4 		$1.4M Buy
2,681
+11
+0.4% +$5.44K 0.08% 199
2025
Q3 		$1.3M Buy
2,670
+39
+1% +$20.9K 0.07% 200
2025
Q2 		$1.39M Sell
2,631
-26
-1% -$13K 0.09% 180
2025
Q1 		$1.35M Buy
2,657
+32
+1% +$16.4K 0.09% 195
2024
Q4 		$1.31M Hold
2,625
– – 0.09% 198
2024
Q3 		$1.36M Buy
2,625
+825
+46% +$408K 0.09% 198
2024
Q2 		$803K Buy
1,800
+1,364
+313% +$585K 0.06% 260
2024
Q1 		$185K Buy
436
+2
+0.5% +$867 0.01% 480
2023
Q4 		$191K Buy
+434
New +$171K 0.02% 425

Other funds holding SPGI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rothschild Investment LLC's SPGI Position: Q2 2026 in Review

Rothschild Investment LLC increased its S&P Global (SPGI) stake by 64% in Q2 2026, buying an estimated $1.37M and bringing the position to 8,318 shares worth $3.39M. The position accounts for 0.13% of the portfolio, ranked #158.

Rothschild Investment LLC first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. 1,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Rothschild Investment LLC held 8,318 shares of S&P Global worth $3.39M as of Q2 2026.
  • Rothschild Investment LLC bought 3,244 S&P Global shares in Q2 2026, an estimated $1.37M.
  • S&P Global made up 0.13% of Rothschild Investment LLC's portfolio in Q2 2026, its #158 holding.
  • Rothschild Investment LLC first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • 1,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.