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

Stevens 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
Q2 		$952K Buy
2,337
+70
+3% +$29.6K 0.18% 75
2026
Q1 		$964K Sell
2,267
-6
-0.3% -$2.79K 0.23% 67
2025
Q4 		$1.19M Buy
2,273
+48
+2% +$23.8K 0.31% 52
2025
Q3 		$1.08M Buy
+2,225
New +$1.19M 0.32% 49

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

Stevens Capital Partners's SPGI Position: Q2 2026 in Review

Stevens Capital Partners increased its S&P Global (SPGI) stake by 3.1% in Q2 2026, buying an estimated $29.6K and bringing the position to 2,337 shares worth $952K. The position accounts for 0.18% of the portfolio, ranked #75.

Stevens Capital Partners first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Stevens Capital Partners held 2,337 shares of S&P Global worth $952K as of Q2 2026.
  • Stevens Capital Partners bought 70 S&P Global shares in Q2 2026, an estimated $29.6K.
  • S&P Global made up 0.18% of Stevens Capital Partners's portfolio in Q2 2026, its #75 holding.
  • Stevens Capital Partners first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Stevens Capital Partners's S&P Global position peaked at $1.19M in Q4 2025.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.