SGK
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Steigerwald Gordon & Koch’s S&P Global SPGI Stock Holding History

Steigerwald Gordon & Koch’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 		$52.1K Hold
128
– – 0.01% 305
2026
Q1 		$54.4K Sell
128
-20
-14% -$9.29K 0.01% 292
2025
Q4 		$77.3K Buy
148
+20
+16% +$9.9K 0.01% 249
2025
Q3 		$62.3K Buy
+128
New +$68.5K 0.01% 270

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

Steigerwald Gordon & Koch's SPGI Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its S&P Global (SPGI) position steady in Q2 2026 at 128 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #305.

Steigerwald Gordon & Koch first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $77.3K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Steigerwald Gordon & Koch held 128 shares of S&P Global worth $52.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #305 holding.
  • Steigerwald Gordon & Koch first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's S&P Global position peaked at $77.3K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.