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Sovran Advisors’s S&P Global SPGI Stock Holding History

Sovran Advisors’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 		$370K Sell
871
-1
-0.1% -$422 0.03% 434
2026
Q1 		$376K Buy
872
+79
+10% +$36.7K 0.03% 414
2025
Q4 		$433K Buy
793
+3
+0.4% +$1.48K 0.04% 381
2025
Q3 		$388K Buy
790
+83
+12% +$44.4K 0.03% 388
2025
Q2 		$372K Buy
707
+220
+45% +$110K 0.04% 368
2025
Q1 		$225K Buy
+487
New +$249K 0.03% 430

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sovran Advisors's SPGI Position: Q2 2026 in Review

Sovran Advisors reduced its S&P Global (SPGI) stake by 0.11% in Q2 2026, selling an estimated $422 and leaving 871 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #434.

Sovran Advisors first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $433K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sovran Advisors held 871 shares of S&P Global worth $370K as of Q2 2026.
  • Sovran Advisors sold 1 S&P Global share in Q2 2026, an estimated $422.
  • S&P Global made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #434 holding.
  • Sovran Advisors first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Sovran Advisors's S&P Global position peaked at $433K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.