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
2026 Q2	$408	Buy	+1	New	+$422	﹤0.01%	429
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

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

Trifecta Capital Advisors's SPGI Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 1 share worth $408. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in SPGI as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in SPGI in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.33K in Q2 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Trifecta Capital Advisors held 1 share of S&P Global worth $408 as of Q2 2026.
S&P Global was a new Trifecta Capital Advisors position in Q2 2026.
S&P Global made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #429 holding.
Trifecta Capital Advisors first reported a position in S&P Global in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's S&P Global position peaked at $6.33K in Q2 2025.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.