Saranac Partners’s S&P Global SPGI Stock Holding History

Saranac Partners’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	$316K	Buy	+775	New	+$327K	0.09%	95
2026 Q1	–	Sell	-2,305	Closed	-$1.2M	–	110
2025 Q4	$1.2M	Buy	2,305 +1,975	+598%	+$977K	0.47%	38
2025 Q3	$161K	Sell	330 -150	-31%	-$80.3K	0.03%	211
2025 Q2	$253K	Sell	480 -423	-47%	-$211K	0.13%	62
2025 Q1	$459K	Sell	903 -8,488	-90%	-$4.34M	0.26%	50
2024 Q4	$4.68M	Buy	+9,391	New	+$4.76M	2.58%	18
2024 Q3	–	Sell	-9,899	Closed	-$4.41M	–	58
2024 Q2	$4.41M	Sell	9,899 -131	-1%	-$56.2K	2.62%	20
2024 Q1	$4.27M	Sell	10,030 -67	-0.7%	-$29K	2.61%	18
2023 Q4	$4.45M	Sell	10,097 -4,466	-31%	-$1.76M	2.93%	11
2023 Q3	$5.32M	Sell	14,563 -147	-1%	-$57.8K	2.99%	17
2023 Q2	$5.9M	Buy	14,710 +559	+4%	+$204K	3.13%	16
2023 Q1	$4.88M	Buy	14,151 +9,515	+205%	+$3.35M	2.88%	18
2022 Q4	$1.55M	Buy	+4,636	New	+$1.53M	2.82%	21

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 $3.38T AUM 44.17% 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

Saranac Partners's SPGI Position: Q2 2026 in Review

Saranac Partners opened a new position in S&P Global (SPGI) in Q2 2026: 775 shares worth $316K. The stake represents 0.09% of the portfolio and ranks #95 among its holdings. This is a return to the name: Saranac Partners previously reported a position in SPGI as recently as Q4 2025.

Saranac Partners first reported a position in SPGI in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.9M in Q2 2023. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Saranac Partners held 775 shares of S&P Global worth $316K as of Q2 2026.
S&P Global was a new Saranac Partners position in Q2 2026.
S&P Global made up 0.09% of Saranac Partners's portfolio in Q2 2026, its #95 holding.
Saranac Partners first reported a position in S&P Global in Q4 2022 and has held it in 13 quarters since.
Saranac Partners's S&P Global position peaked at $5.9M in Q2 2023.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.