SP
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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Saranac Partners's SPGI Position: Q1 2026 in Review

Saranac Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 2,305 shares — an estimated $1.2M sold.

Saranac Partners first reported a position in SPGI in Q4 2022 and held it in 12 quarters. The position peaked at $5.9M in Q2 2023. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Saranac Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Saranac Partners sold 2,305 S&P Global shares in Q1 2026, an estimated $1.2M.
  • Saranac Partners first reported a position in S&P Global in Q4 2022 and held it in 12 quarters.
  • Saranac Partners's S&P Global position peaked at $5.9M in Q2 2023.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.