Triasima Portfolio Management’s S&P Global SPGI Stock Holding History

Triasima Portfolio 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	-10,966	Closed	-$4.66M	–	152
2026 Q1	$4.66M	Buy	+10,966	New	+$5.09M	0.71%	49
2022 Q3	–	Sell	-3,750	Closed	-$1.26M	–	144
2022 Q2	$1.26M	Hold	3,750	–	–	0.09%	88
2022 Q1	$1.54M	Sell	3,750 -20	-0.5%	-$8.15K	0.07%	100
2021 Q4	$1.78M	Buy	3,770 +20	+0.5%	+$9.15K	0.09%	97
2021 Q3	$1.59M	Hold	3,750	–	–	0.09%	103
2021 Q2	$1.54M	Hold	3,750	–	–	0.08%	109
2021 Q1	$1.32M	Hold	3,750	–	–	0.07%	116
2020 Q4	$1.23M	Buy	+3,750	New	+$1.26M	0.07%	103

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

Triasima Portfolio Management's SPGI Position: Q2 2026 in Review

Triasima Portfolio Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 10,966 shares — an estimated $4.66M sold.

Triasima Portfolio Management first reported a position in SPGI in Q4 2020 and held it in 8 quarters. The position peaked at $4.66M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Triasima Portfolio Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Triasima Portfolio Management sold 10,966 S&P Global shares in Q2 2026, an estimated $4.66M.
Triasima Portfolio Management first reported a position in S&P Global in Q4 2020 and held it in 8 quarters.
Triasima Portfolio Management's S&P Global position peaked at $4.66M in Q1 2026.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.