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SummitTX Capital’s S&P Global SPGI Stock Holding History

SummitTX Capital’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 		$2.63M Buy
+6,184
New +$2.87M 0.08% 259
2025
Q4 		– Sell
-811
Closed -$395K – 950
2025
Q3 		$395K Buy
+811
New +$434K 0.02% 572
2025
Q2 		– Sell
-26,234
Closed -$13.3M – 993
2025
Q1 		$13.3M Buy
+26,234
New +$13.4M 0.57% 22

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

SummitTX Capital's SPGI Position: Q1 2026 in Review

SummitTX Capital opened a new position in S&P Global (SPGI) in Q1 2026: 6,184 shares worth $2.63M. The stake represents 0.08% of the portfolio and ranks #259 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in SPGI as recently as Q3 2025.

SummitTX Capital first reported a position in SPGI in Q1 2025 and has held it in 3 quarters since. The position peaked at $13.3M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • SummitTX Capital held 6,184 shares of S&P Global worth $2.63M as of Q1 2026.
  • S&P Global was a new SummitTX Capital position in Q1 2026.
  • S&P Global made up 0.08% of SummitTX Capital's portfolio in Q1 2026, its #259 holding.
  • SummitTX Capital first reported a position in S&P Global in Q1 2025 and has held it in 3 quarters since.
  • SummitTX Capital's S&P Global position peaked at $13.3M in Q1 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.