Silverberg Bernstein Capital Management’s S&P Global SPGI Stock Holding History

Silverberg Bernstein Capital Management’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	$815K	Hold	2,000	–	–	0.31%	42
2026 Q1	$851K	Hold	2,000	–	–	0.47%	40
2025 Q4	$1.05M	Hold	2,000	–	–	0.6%	36
2025 Q3	$973K	Hold	2,000	–	–	0.59%	39
2025 Q2	$1.05M	Sell	2,000 -10,907	-85%	-$5.44M	0.72%	36
2025 Q1	$6.56M	Buy	+12,907	New	+$6.6M	6.1%	4

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Silverberg Bernstein Capital Management's SPGI Position: Q2 2026 in Review

Silverberg Bernstein Capital Management held its S&P Global (SPGI) position steady in Q2 2026 at 2,000 shares worth $815K. The position accounts for 0.31% of the portfolio, ranked #42.

Silverberg Bernstein Capital Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.56M in Q1 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Silverberg Bernstein Capital Management held 2,000 shares of S&P Global worth $815K as of Q2 2026.
Silverberg Bernstein Capital Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.31% of Silverberg Bernstein Capital Management's portfolio in Q2 2026, its #42 holding.
Silverberg Bernstein Capital Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
Silverberg Bernstein Capital Management's S&P Global position peaked at $6.56M in Q1 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Silverberg Bernstein Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.