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

TFR 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 Q2	–	Sell	-774	Closed	-$329K	–	170
2026 Q1	$329K	Buy	774 +368	+91%	+$171K	0.1%	129
2025 Q4	$212K	Sell	406 -18	-4%	-$8.91K	0.07%	158
2025 Q3	$206K	Sell	424 -10	-2%	-$5.36K	0.07%	158
2025 Q2	$229K	Buy	+434	New	+$217K	0.08%	149

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TFR Capital's SPGI Position: Q2 2026 in Review

TFR Capital sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 774 shares — an estimated $329K sold.

TFR Capital first reported a position in SPGI in Q2 2025 and held it in 4 quarters. The position peaked at $329K in Q1 2026. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

TFR Capital reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
TFR Capital sold 774 S&P Global shares in Q2 2026, an estimated $329K.
TFR Capital first reported a position in S&P Global in Q2 2025 and held it in 4 quarters.
TFR Capital's S&P Global position peaked at $329K in Q1 2026.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.