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TruNorth Capital Management’s S&P Global SPGI Stock Holding History

TruNorth Capital Management’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
-83
Closed -$40.4K – 340
2025
Q3 		$40.4K Buy
83
+75
+938% +$40.2K 0.01% 218
2025
Q2 		$4.22K Hold
8
– – ﹤0.01% 316
2025
Q1 		$4.07K Hold
8
– – ﹤0.01% 402
2024
Q4 		$3.98K Hold
8
– – ﹤0.01% 327
2024
Q3 		$4.13K Buy
+8
New +$3.96K ﹤0.01% 333

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TruNorth Capital Management's SPGI Position: Q4 2025 in Review

TruNorth Capital Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 83 shares — an estimated $40.4K sold.

TruNorth Capital Management first reported a position in SPGI in Q3 2024 and held it in 5 quarters. The position peaked at $40.4K in Q3 2025. 2,197 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • TruNorth Capital Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 83 S&P Global shares in Q4 2025, an estimated $40.4K.
  • TruNorth Capital Management first reported a position in S&P Global in Q3 2024 and held it in 5 quarters.
  • TruNorth Capital Management's S&P Global position peaked at $40.4K in Q3 2025.
  • 2,197 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.