SFO
SPGI icon

Stokes Family Office’s S&P Global SPGI Stock Holding History

Stokes Family Office’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 		– Sell
-516
Closed -$270K – 316
2025
Q4 		$270K Buy
+516
New +$255K 0.02% 260
2023
Q4 		– Sell
-832
Closed -$304K – 324
2023
Q3 		$304K Sell
832
-24
-3% -$9.44K 0.04% 243
2023
Q2 		$343K Buy
856
+215
+34% +$78.6K 0.04% 221
2023
Q1 		$221K Sell
641
-247
-28% -$86.9K 0.03% 265
2022
Q4 		$297K Sell
888
-773
-47% -$255K 0.04% 220
2022
Q3 		$507K Buy
1,661
+110
+7% +$39.4K 0.07% 152
2022
Q2 		$523K Sell
1,551
-520
-25% -$185K 0.07% 157
2022
Q1 		$850K Sell
2,071
-76
-4% -$31K 0.11% 115
2021
Q4 		$1.01M Buy
2,147
+173
+9% +$79.1K 0.13% 100
2021
Q3 		$839K Buy
1,974
+437
+28% +$189K 0.12% 108
2021
Q2 		$631K Buy
1,537
+286
+23% +$110K 0.09% 123
2021
Q1 		$443K Buy
+1,251
New +$416K 0.07% 138
2020
Q4 		– Sell
-990
Closed -$357K – 175
2020
Q3 		$357K Buy
+990
New +$349K 0.08% 117

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

Stokes Family Office's SPGI Position: Q1 2026 in Review

Stokes Family Office sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 516 shares — an estimated $270K sold.

Stokes Family Office first reported a position in SPGI in Q3 2020 and held it in 13 quarters. The position peaked at $1.01M in Q4 2021. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Stokes Family Office reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 516 S&P Global shares in Q1 2026, an estimated $270K.
  • Stokes Family Office first reported a position in S&P Global in Q3 2020 and held it in 13 quarters.
  • Stokes Family Office's S&P Global position peaked at $1.01M in Q4 2021.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.