Thoroughbred Financial Services’s S&P Global SPGI Stock Holding History

Thoroughbred Financial Services’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	-455	Closed	-$237K	–	601
2025 Q4	$237K	Hold	455	–	–	0.01%	520
2025 Q3	$221K	Buy	+455	New	+$244K	0.01%	531
2025 Q2	–	Sell	-2,420	Closed	-$1.23M	–	690
2025 Q1	$1.23M	Buy	2,420 +415	+21%	+$212K	0.08%	250
2024 Q4	$998K	Sell	2,005 -39	-2%	-$19.8K	0.06%	282
2024 Q3	$1.06M	Hold	2,044	–	–	0.07%	263
2024 Q2	$911K	Buy	+2,044	New	+$877K	0.06%	281
2024 Q1	–	Sell	-2,086	Closed	-$918K	–	582
2023 Q4	$918K	Sell	2,086 -114	-5%	-$45K	0.07%	255
2023 Q3	$803K	Buy	+2,200	New	+$865K	0.08%	256

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Thoroughbred Financial Services's SPGI Position: Q1 2026 in Review

Thoroughbred Financial Services sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 455 shares — an estimated $237K sold.

Thoroughbred Financial Services first reported a position in SPGI in Q3 2023 and held it in 8 quarters. The position peaked at $1.23M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Thoroughbred Financial Services reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Thoroughbred Financial Services sold 455 S&P Global shares in Q1 2026, an estimated $237K.
Thoroughbred Financial Services first reported a position in S&P Global in Q3 2023 and held it in 8 quarters.
Thoroughbred Financial Services's S&P Global position peaked at $1.23M in Q1 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.