SFG
SPGI icon

Sather Financial Group’s S&P Global SPGI Stock Holding History

Sather Financial Group’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 		$32.4M Sell
76,152
-2,185
-3% -$1.01M 1.99% 20
2025
Q4 		$40.9M Sell
78,337
-382
-0.5% -$189K 2.2% 21
2025
Q3 		$38.3M Sell
78,719
-24,717
-24% -$13.2M 2.08% 22
2025
Q2 		$54.5M Sell
103,436
-9,382
-8% -$4.68M 3.2% 12
2025
Q1 		$57.3M Sell
112,818
-11,006
-9% -$5.62M 3.74% 8
2024
Q4 		$61.7M Sell
123,824
-727
-0.6% -$369K 3.86% 9
2024
Q3 		$64.3M Sell
124,551
-46
-0% -$22.8K 4.14% 7
2024
Q2 		$55.6M Buy
124,597
+2,755
+2% +$1.18M 3.85% 9
2024
Q1 		$51.8M Buy
121,842
+1,443
+1% +$625K 3.72% 8
2023
Q4 		$53M Buy
120,399
+725
+0.6% +$286K 3.92% 9
2023
Q3 		$43.7M Sell
119,674
-33,161
-22% -$13M 3.64% 8
2023
Q2 		$61.3M Buy
152,835
+177
+0.1% +$64.7K 4.91% 4
2023
Q1 		$52.6M Sell
152,658
-1,681
-1% -$592K 4.57% 5
2022
Q4 		$51.7M Buy
154,339
+24,720
+19% +$8.15M 4.25% 4
2022
Q3 		$39.6M Buy
129,619
+16,272
+14% +$5.82M 4.36% 7
2022
Q2 		$38.2M Buy
113,347
+38,211
+51% +$13.6M 3.96% 6
2022
Q1 		$30.8M Buy
+75,136
New +$30.6M 2.66% 18

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $427B AUM 29.17% 1-Year Est. Return

Sather Financial Group's SPGI Position: Q1 2026 in Review

Sather Financial Group reduced its S&P Global (SPGI) stake by 2.8% in Q1 2026, selling an estimated $1.01M and leaving 76,152 shares worth $32.4M. The position accounts for 1.99% of the portfolio, ranked #20.

Sather Financial Group first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $64.3M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sather Financial Group held 76,152 shares of S&P Global worth $32.4M as of Q1 2026.
  • Sather Financial Group sold 2,185 S&P Global shares in Q1 2026, an estimated $1.01M.
  • S&P Global made up 1.99% of Sather Financial Group's portfolio in Q1 2026, its #20 holding.
  • Sather Financial Group first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Sather Financial Group's S&P Global position peaked at $64.3M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.