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

Triavera 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
Q1 		$9.42M Sell
22,156
-2,409
-10% -$1.12M 5.63% 9
2025
Q4 		$12.8M Buy
24,565
+1,376
+6% +$681K 6.14% 7
2025
Q3 		$11.3M Buy
23,189
+2,780
+14% +$1.49M 5.49% 10
2025
Q2 		$10.8M Hold
20,409
– – 5.67% 11
2025
Q1 		$10.4M Sell
20,409
-1,145
-5% -$585K 5.94% 8
2024
Q4 		$10.7M Buy
+21,554
New +$10.9M 5.84% 6

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

Triavera Capital's SPGI Position: Q1 2026 in Review

Triavera Capital reduced its S&P Global (SPGI) stake by 9.8% in Q1 2026, selling an estimated $1.12M and leaving 22,156 shares worth $9.42M. The position accounts for 5.63% of the portfolio, ranked #9.

Triavera Capital first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.8M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Triavera Capital held 22,156 shares of S&P Global worth $9.42M as of Q1 2026.
  • Triavera Capital sold 2,409 S&P Global shares in Q1 2026, an estimated $1.12M.
  • S&P Global made up 5.63% of Triavera Capital's portfolio in Q1 2026, its #9 holding.
  • Triavera Capital first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Triavera Capital's S&P Global position peaked at $12.8M in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Triavera Capital's 13F filing for Q1 2026, filed 15 May 2026.