Trivium Point Advisory’s S&P Global SPGI Stock Holding History

Trivium Point Advisory’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	$205K	Sell	482 -1,280	-73%	-$594K	0.04%	268
2025 Q4	$921K	Sell	1,762 -389	-18%	-$192K	0.09%	183
2025 Q3	$1.05M	Sell	2,151 -4,556	-68%	-$2.44M	0.11%	175
2025 Q2	$3.54M	Sell	6,707 -326	-5%	-$163K	0.38%	67
2025 Q1	$3.57M	Sell	7,033 -115	-2%	-$58.8K	0.44%	66
2024 Q4	$3.56M	Buy	7,148 +86	+1%	+$43.6K	0.45%	64
2024 Q3	$3.6M	Sell	7,062 -58	-0.8%	-$28.7K	0.5%	63
2024 Q2	$3.18M	Buy	7,120 +890	+14%	+$382K	0.47%	63
2024 Q1	$2.65M	Buy	6,230 +181	+3%	+$78.5K	0.57%	55
2023 Q4	$2.66M	Buy	6,049 +89	+1%	+$35.1K	0.65%	49
2023 Q3	$2.12M	Buy	5,960 +17	+0.3%	+$6.68K	0.59%	59
2023 Q2	$2.38M	Buy	5,943 +22	+0.4%	+$8.04K	0.64%	48
2023 Q1	$2.04M	Buy	5,921 +160	+3%	+$56.3K	0.55%	58
2022 Q4	$2M	Sell	5,761 -10	-0.2%	-$3.3K	0.58%	60
2022 Q3	$1.82M	Buy	5,771 +95	+2%	+$34K	0.57%	58
2022 Q2	$2M	Buy	5,676 +76	+1%	+$27.1K	0.6%	54
2022 Q1	$2.3M	Buy	5,600 +232	+4%	+$94.5K	0.51%	67
2021 Q4	$2.53M	Sell	5,368 -64	-1%	-$29.3K	0.53%	69
2021 Q3	$2.35M	Buy	5,432 +134	+3%	+$58.1K	0.56%	59
2021 Q2	$2.17M	Buy	5,298 +271	+5%	+$104K	0.54%	65
2021 Q1	$1.77M	Buy	5,027 +564	+13%	+$188K	0.48%	75
2020 Q4	$1.47M	Buy	4,463 +485	+12%	+$164K	0.42%	90
2020 Q3	$1.43M	Buy	3,978 +3,250	+446%	+$1.15M	0.51%	76
2020 Q2	$248K	Buy	+728	New	+$219K	0.1%	145

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Trivium Point Advisory's SPGI Position: Q1 2026 in Review

Trivium Point Advisory reduced its S&P Global (SPGI) stake by 73% in Q1 2026, selling an estimated $594K and leaving 482 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #268.

Trivium Point Advisory first reported a position in SPGI in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.6M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Trivium Point Advisory held 482 shares of S&P Global worth $205K as of Q1 2026.
Trivium Point Advisory sold 1,280 S&P Global shares in Q1 2026, an estimated $594K.
S&P Global made up 0.04% of Trivium Point Advisory's portfolio in Q1 2026, its #268 holding.
Trivium Point Advisory first reported a position in S&P Global in Q2 2020 and has held it in 24 quarters since.
Trivium Point Advisory's S&P Global position peaked at $3.6M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.