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Shepherd Financial Partners’s S&P Global SPGI Stock Holding History

Shepherd Financial 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 		$993K Sell
2,335
-67
-3% -$31.1K 0.09% 112
2025
Q4 		$1.26M Sell
2,402
-20
-0.8% -$9.9K 0.12% 105
2025
Q3 		$1.18M Sell
2,422
-3
-0.1% -$1.61K 0.11% 110
2025
Q2 		$1.28M Buy
2,425
+17
+0.7% +$8.48K 0.14% 100
2025
Q1 		$1.22M Buy
2,408
+104
+5% +$53.1K 0.14% 96
2024
Q4 		$1.15M Buy
2,304
+37
+2% +$18.8K 0.14% 92
2024
Q3 		$1.17M Sell
2,267
-104
-4% -$51.5K 0.14% 90
2024
Q2 		$1.06M Sell
2,371
-6
-0.3% -$2.57K 0.14% 95
2024
Q1 		$1.01M Buy
2,377
+134
+6% +$58.1K 0.13% 98
2023
Q4 		$988K Sell
2,243
-5
-0.2% -$1.97K 0.14% 98
2023
Q3 		$821K Buy
2,248
+53
+2% +$20.8K 0.13% 99
2023
Q2 		$880K Buy
2,195
+2
+0.1% +$731 0.14% 94
2023
Q1 		$756K Buy
2,193
+10
+0.5% +$3.52K 0.13% 103
2022
Q4 		$731K Sell
2,183
-74
-3% -$24.4K 0.13% 95
2022
Q3 		$689K Buy
2,257
+22
+1% +$7.87K 0.13% 97
2022
Q2 		$753K Sell
2,235
-968
-30% -$345K 0.15% 92
2022
Q1 		$1.31M Buy
+3,203
New +$1.3M 0.23% 74

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

Shepherd Financial Partners's SPGI Position: Q1 2026 in Review

Shepherd Financial Partners reduced its S&P Global (SPGI) stake by 2.8% in Q1 2026, selling an estimated $31.1K and leaving 2,335 shares worth $993K. The position accounts for 0.09% of the portfolio, ranked #112.

Shepherd Financial Partners first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2022. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Shepherd Financial Partners held 2,335 shares of S&P Global worth $993K as of Q1 2026.
  • Shepherd Financial Partners sold 67 S&P Global shares in Q1 2026, an estimated $31.1K.
  • S&P Global made up 0.09% of Shepherd Financial Partners's portfolio in Q1 2026, its #112 holding.
  • Shepherd Financial Partners first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Shepherd Financial Partners's S&P Global position peaked at $1.31M in Q1 2022.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.