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TCV Trust & Wealth Management’s S&P Global SPGI Stock Holding History

TCV Trust & Wealth 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 		– Sell
-487
Closed -$207K – 233
2026
Q1 		$207K Sell
487
-20
-4% -$9.29K 0.02% 212
2025
Q4 		$265K Hold
507
– – 0.02% 197
2025
Q3 		$247K Buy
+507
New +$271K 0.02% 201
2017
Q2 		– Sell
-2,525
Closed -$330K – 192
2017
Q1 		$330K Hold
2,525
– – 0.05% 154
2016
Q4 		$272K Sell
2,525
-85
-3% -$10.2K 0.04% 156
2016
Q3 		$330K Buy
+2,610
New +$313K 0.06% 137

Other funds holding SPGI

Parnassus Investments
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
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

TCV Trust & Wealth Management's SPGI Position: Q2 2026 in Review

TCV Trust & Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 487 shares — an estimated $207K sold.

TCV Trust & Wealth Management first reported a position in SPGI in Q3 2016 and held it in 6 quarters. The position peaked at $330K in Q1 2017. 822 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • TCV Trust & Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 487 S&P Global shares in Q2 2026, an estimated $207K.
  • TCV Trust & Wealth Management first reported a position in S&P Global in Q3 2016 and held it in 6 quarters.
  • TCV Trust & Wealth Management's S&P Global position peaked at $330K in Q1 2017.
  • 822 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.