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Stamos Capital Partners’s S&P Global SPGI Stock Holding History

Stamos Capital 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 		$2.11M Buy
4,949
+1,741
+54% +$808K 0.33% 92
2025
Q4 		$1.68M Buy
3,208
+1,997
+165% +$988K 0.27% 100
2025
Q3 		$589K Sell
1,211
-437
-27% -$234K 0.11% 123
2025
Q2 		$869K Buy
1,648
+463
+39% +$231K 0.16% 118
2025
Q1 		$602K Sell
1,185
-325
-22% -$166K 0.16% 119
2024
Q4 		$752K Buy
1,510
+1,010
+202% +$512K 0.18% 114
2024
Q3 		$258K Sell
500
-670
-57% -$332K 0.06% 122
2024
Q2 		$522K Buy
+1,170
New +$502K 0.11% 124

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

Stamos Capital Partners's SPGI Position: Q1 2026 in Review

Stamos Capital Partners increased its S&P Global (SPGI) stake by 54% in Q1 2026, buying an estimated $808K and bringing the position to 4,949 shares worth $2.11M. The position accounts for 0.33% of the portfolio, ranked #92.

Stamos Capital Partners first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Stamos Capital Partners held 4,949 shares of S&P Global worth $2.11M as of Q1 2026.
  • Stamos Capital Partners bought 1,741 S&P Global shares in Q1 2026, an estimated $808K.
  • S&P Global made up 0.33% of Stamos Capital Partners's portfolio in Q1 2026, its #92 holding.
  • Stamos Capital Partners first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.