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

Sone 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
Q1 		$252K Buy
+593
New +$275K 0.02% 101
2025
Q4 		– Sell
-62,185
Closed -$30.3M – 122
2025
Q3 		$30.3M Buy
+62,185
New +$33.3M 2.53% 5

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

Sone Capital Management's SPGI Position: Q1 2026 in Review

Sone Capital Management opened a new position in S&P Global (SPGI) in Q1 2026: 593 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in SPGI as recently as Q3 2025.

Sone Capital Management first reported a position in SPGI in Q3 2025 and has held it in 2 quarters since. The position peaked at $30.3M in Q3 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sone Capital Management held 593 shares of S&P Global worth $252K as of Q1 2026.
  • S&P Global was a new Sone Capital Management position in Q1 2026.
  • S&P Global made up 0.02% of Sone Capital Management's portfolio in Q1 2026, its #101 holding.
  • Sone Capital Management first reported a position in S&P Global in Q3 2025 and has held it in 2 quarters since.
  • Sone Capital Management's S&P Global position peaked at $30.3M in Q3 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.