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Valley National Advisers’s S&P Global SPGI Stock Holding History

Valley National Advisers’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 		$50.9K Buy
125
+11
+10% +$4.64K 0.01% 411
2026
Q1 		$47K Sell
114
-11
-9% -$5.11K 0.01% 410
2025
Q4 		$64K Buy
125
+36
+40% +$17.8K 0.01% 374
2025
Q3 		$42K Sell
89
-53
-37% -$28.4K 0.01% 398
2025
Q2 		$74K Buy
142
+25
+21% +$12.5K 0.01% 340
2025
Q1 		$58K Buy
117
+81
+225% +$41.4K 0.01% 358
2024
Q4 		$17K Buy
36
+31
+620% +$15.7K ﹤0.01% 474
2024
Q3 		$2K Sell
5
-35
-88% -$17.3K ﹤0.01% 671
2024
Q2 		$17K Buy
40
+2
+5% +$858 ﹤0.01% 530
2024
Q1 		$16K Buy
38
+2
+6% +$867 ﹤0.01% 565
2023
Q4 		$15K Buy
36
+23
+177% +$9.08K ﹤0.01% 590
2023
Q3 		$5K Buy
13
+5
+63% +$1.97K ﹤0.01% 713
2023
Q2 		$4K Buy
8
+3
+60% +$1.1K ﹤0.01% 714
2023
Q1 		$2K Hold
5
– – ﹤0.01% 781
2022
Q4 		$1K Hold
5
– – ﹤0.01% 816
2022
Q3 		$2K Buy
5
+2
+67% +$716 ﹤0.01% 796
2022
Q2 		$1K Hold
3
– – ﹤0.01% 854
2022
Q1 		$1K Buy
+3
New +$1.22K ﹤0.01% 874

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valley National Advisers's SPGI Position: Q2 2026 in Review

Valley National Advisers increased its S&P Global (SPGI) stake by 9.6% in Q2 2026, buying an estimated $4.64K and bringing the position to 125 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #411.

Valley National Advisers first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $74K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Valley National Advisers held 125 shares of S&P Global worth $50.9K as of Q2 2026.
  • Valley National Advisers bought 11 S&P Global shares in Q2 2026, an estimated $4.64K.
  • S&P Global made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #411 holding.
  • Valley National Advisers first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Valley National Advisers's S&P Global position peaked at $74K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.