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

SevenBridge 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	$2.65M	Buy	5,903 +368	+7%	+$171K	0.41%	77
2025 Q4	$2.96M	Buy	5,535 +211	+4%	+$104K	0.48%	71
2025 Q3	$2.64M	Buy	5,324 +1,514	+40%	+$811K	0.44%	76
2025 Q2	$2.13M	Buy	3,810 +1,367	+56%	+$682K	0.38%	85
2025 Q1	$1.27M	Buy	+2,443	New	+$1.25M	0.25%	110
2019 Q3	–	Sell	-423	Closed	-$96K	–	509
2019 Q2	$96K	Sell	423 -43	-9%	-$9.39K	0.03%	211
2019 Q1	$98K	Hold	466	–	–	0.04%	181
2018 Q4	$79K	Hold	466	–	–	0.05%	171
2018 Q3	$91K	Hold	466	–	–	0.05%	176
2018 Q2	$95K	Hold	466	–	–	0.05%	186
2018 Q1	$89K	Hold	466	–	–	0.05%	191
2017 Q4	$79K	Hold	466	–	–	0.04%	211
2017 Q3	$73K	Buy	466 +90	+24%	+$13.7K	0.04%	215
2017 Q2	$55K	Hold	376	–	–	0.03%	247
2017 Q1	$49K	Buy	376 +165	+78%	+$20.5K	0.03%	252
2016 Q4	$26K	Hold	211	–	–	0.02%	331
2016 Q3	$26K	Buy	+211	New	+$25.3K	0.02%	330

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

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

SevenBridge Financial Group increased its S&P Global (SPGI) stake by 6.6% in Q1 2026, buying an estimated $171K and bringing the position to 5,903 shares worth $2.65M. The position accounts for 0.41% of the portfolio, ranked #77.

SevenBridge Financial Group first reported a position in SPGI in Q3 2016 and has held it in 17 quarters since. The position peaked at $2.96M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

SevenBridge Financial Group held 5,903 shares of S&P Global worth $2.65M as of Q1 2026.
SevenBridge Financial Group bought 368 S&P Global shares in Q1 2026, an estimated $171K.
S&P Global made up 0.41% of SevenBridge Financial Group's portfolio in Q1 2026, its #77 holding.
SevenBridge Financial Group first reported a position in S&P Global in Q3 2016 and has held it in 17 quarters since.
SevenBridge Financial Group's S&P Global position peaked at $2.96M in Q4 2025.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.