Sunbeam Capital Management’s S&P Global SPGI Stock Holding History

Sunbeam Capital Management’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	$255K	Buy	627 +28	+5%	+$11.8K	0.12%	110
2026 Q1	$255K	Sell	599 -5	-0.8%	-$2.32K	0.15%	94
2025 Q4	$315K	Buy	604 +12	+2%	+$5.94K	0.19%	78
2025 Q3	$288K	Buy	592 +1	+0.2%	+$535	0.18%	81
2025 Q2	$311K	Buy	591 +1	+0.2%	+$499	0.24%	66
2025 Q1	$300K	Buy	590 +1	+0.2%	+$511	0.29%	61
2024 Q4	$293K	Buy	+589	New	+$299K	0.27%	64

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Sunbeam Capital Management's SPGI Position: Q2 2026 in Review

Sunbeam Capital Management increased its S&P Global (SPGI) stake by 4.7% in Q2 2026, buying an estimated $11.8K and bringing the position to 627 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #110.

Sunbeam Capital Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Sunbeam Capital Management held 627 shares of S&P Global worth $255K as of Q2 2026.
Sunbeam Capital Management bought 28 S&P Global shares in Q2 2026, an estimated $11.8K.
S&P Global made up 0.12% of Sunbeam Capital Management's portfolio in Q2 2026, its #110 holding.
Sunbeam Capital Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's S&P Global position peaked at $315K in Q4 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.