TwinBeech Capital’s S&P Global SPGI Stock Holding History

TwinBeech 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 Q1	$1.42M	Buy	+3,342	New	+$1.55M	0.15%	193
2025 Q4	–	Sell	-59,422	Closed	-$28.9M	–	836
2025 Q3	$28.9M	Buy	+59,422	New	+$31.8M	1.14%	4
2025 Q1	–	Sell	-1,141	Closed	-$568K	–	956
2024 Q4	$568K	Sell	1,141 -50,510	-98%	-$25.6M	0.01%	435
2024 Q3	$26.7M	Buy	+51,651	New	+$25.6M	0.51%	52
2024 Q2	–	Sell	-142,460	Closed	-$60.6M	–	770
2024 Q1	$60.6M	Buy	+142,460	New	+$61.7M	1.25%	11
2023 Q4	–	Sell	-96,642	Closed	-$35.3M	–	890
2023 Q3	$35.3M	Buy	+96,642	New	+$38M	0.68%	29
2023 Q2	–	Sell	-1,143	Closed	-$394K	–	839
2023 Q1	$394K	Sell	1,143 -5,503	-83%	-$1.94M	0.01%	524
2022 Q4	$2.23M	Sell	6,646 -133,883	-95%	-$44.1M	0.04%	418
2022 Q3	$42.9M	Buy	+140,529	New	+$50.3M	1.13%	9
2022 Q2	–	Sell	-7,608	Closed	-$3.12M	–	718
2022 Q1	$3.12M	Buy	+7,608	New	+$3.1M	0.14%	192
2021 Q1	–	Sell	-1,302	Closed	-$428K	–	659
2020 Q4	$428K	Buy	+1,302	New	+$439K	0.07%	307

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

TwinBeech Capital's SPGI Position: Q1 2026 in Review

TwinBeech Capital opened a new position in S&P Global (SPGI) in Q1 2026: 3,342 shares worth $1.42M. The stake represents 0.15% of the portfolio and ranks #193 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in SPGI as recently as Q3 2025.

TwinBeech Capital first reported a position in SPGI in Q4 2020 and has held it in 11 quarters since. The position peaked at $60.6M in Q1 2024. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

TwinBeech Capital held 3,342 shares of S&P Global worth $1.42M as of Q1 2026.
S&P Global was a new TwinBeech Capital position in Q1 2026.
S&P Global made up 0.15% of TwinBeech Capital's portfolio in Q1 2026, its #193 holding.
TwinBeech Capital first reported a position in S&P Global in Q4 2020 and has held it in 11 quarters since.
TwinBeech Capital's S&P Global position peaked at $60.6M in Q1 2024.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.