Trifecta Capital Advisors’s S&P Global SPGI Stock Holding History

Trifecta Capital Advisors’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
2025 Q4	–	Sell	-12	Closed	-$5.84K	–	421
2025 Q3	$5.84K	Hold	12	–	–	﹤0.01%	262
2025 Q2	$6.33K	Hold	12	–	–	﹤0.01%	255
2025 Q1	$6.1K	Hold	12	–	–	﹤0.01%	234
2024 Q4	$5.98K	Hold	12	–	–	﹤0.01%	225
2024 Q3	$6.2K	Hold	12	–	–	﹤0.01%	233
2024 Q2	$5.35K	Hold	12	–	–	﹤0.01%	238
2024 Q1	$5.11K	Hold	12	–	–	﹤0.01%	229
2023 Q4	$5.29K	Hold	12	–	–	﹤0.01%	247
2023 Q3	$4.38K	Hold	12	–	–	﹤0.01%	244
2023 Q2	$4.81K	Hold	12	–	–	﹤0.01%	229
2023 Q1	$4.14K	Hold	12	–	–	﹤0.01%	230
2022 Q4	$4.02K	Buy	+12	New	+$3.96K	﹤0.01%	232

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trifecta Capital Advisors's SPGI Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 12 shares — an estimated $5.84K sold.

Trifecta Capital Advisors first reported a position in SPGI in Q4 2022 and held it in 12 quarters. The position peaked at $6.33K in Q2 2025. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Trifecta Capital Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 12 S&P Global shares in Q4 2025, an estimated $5.84K.
Trifecta Capital Advisors first reported a position in S&P Global in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's S&P Global position peaked at $6.33K in Q2 2025.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.