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Tilia Fiduciary Partners’s S&P Global SPGI Stock Holding History

Tilia Fiduciary Partners’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 		$358K Sell
841
-20
-2% -$9.29K 0.2% 89
2025
Q4 		$450K Sell
861
-36
-4% -$17.8K 0.25% 78
2025
Q3 		$436K Sell
897
-170
-16% -$91K 0.25% 78
2025
Q2 		$563K Buy
1,067
+12
+1% +$5.99K 0.34% 74
2025
Q1 		$536K Sell
1,055
-101
-9% -$51.6K 0.36% 73
2024
Q4 		$576K Sell
1,156
-17
-1% -$8.63K 0.39% 64
2024
Q3 		$606K Sell
1,173
-1
-0.1% -$495 0.42% 62
2024
Q2 		$524K Buy
1,174
+2
+0.2% +$858 0.41% 64
2024
Q1 		$498K Buy
1,172
+3
+0.3% +$1.3K 0.4% 66
2023
Q4 		$515K Sell
1,169
-22
-2% -$8.68K 0.48% 64
2023
Q3 		$435K Sell
1,191
-1
-0.1% -$393 0.45% 65
2023
Q2 		$478K Sell
1,192
-52
-4% -$19K 0.43% 62
2023
Q1 		$429K Buy
1,244
+5
+0.4% +$1.76K 0.41% 67
2022
Q4 		$415K Buy
1,239
+15
+1% +$4.94K 0.4% 73
2022
Q3 		$361K Sell
1,224
-130
-10% -$46.5K 0.36% 76
2022
Q2 		$468K Sell
1,354
-23
-2% -$8.2K 0.45% 64
2022
Q1 		$565K Sell
1,377
-6
-0.4% -$2.44K 0.48% 62
2021
Q4 		$653K Buy
+1,383
New +$633K 0.52% 60

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

Tilia Fiduciary Partners's SPGI Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its S&P Global (SPGI) stake by 2.3% in Q1 2026, selling an estimated $9.29K and leaving 841 shares worth $358K. The position accounts for 0.2% of the portfolio, ranked #89.

Tilia Fiduciary Partners first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $653K in Q4 2021. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Tilia Fiduciary Partners held 841 shares of S&P Global worth $358K as of Q1 2026.
  • Tilia Fiduciary Partners sold 20 S&P Global shares in Q1 2026, an estimated $9.29K.
  • S&P Global made up 0.2% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #89 holding.
  • Tilia Fiduciary Partners first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's S&P Global position peaked at $653K in Q4 2021.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.