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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
Q2 		$6.78M Sell
16,656
-5,500
-25% -$2.32M 3.69% 14
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Triavera Capital's SPGI Position: Q2 2026 in Review

Triavera Capital reduced its S&P Global (SPGI) stake by 25% in Q2 2026, selling an estimated $2.32M and leaving 16,656 shares worth $6.78M. The position accounts for 3.69% of the portfolio, ranked #14.

Triavera Capital first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Triavera Capital held 16,656 shares of S&P Global worth $6.78M as of Q2 2026.
  • Triavera Capital sold 5,500 S&P Global shares in Q2 2026, an estimated $2.32M.
  • S&P Global made up 3.69% of Triavera Capital's portfolio in Q2 2026, its #14 holding.
  • Triavera Capital first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Triavera Capital's S&P Global position peaked at $12.8M in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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