Values First Advisors’s S&P Global SPGI Stock Holding History

Values First 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 Q1	$629K	Sell	1,480 -733	-33%	-$340K	0.33%	87
2025 Q4	$1.16M	Buy	2,213 +317	+17%	+$157K	0.6%	55
2025 Q3	$923K	Sell	1,896 -27	-1%	-$14.5K	0.49%	61
2025 Q2	$1.01M	Sell	1,923 -21	-1%	-$10.5K	0.55%	52
2025 Q1	$986K	Sell	1,944 -178	-8%	-$91K	0.58%	49
2024 Q4	$1.06M	Buy	2,122 +1,465	+223%	+$743K	0.58%	50
2024 Q3	$339K	Buy	657 +2	+0.3%	+$990	0.18%	116
2024 Q2	$292K	Sell	655 -47	-7%	-$20.2K	0.18%	128
2024 Q1	$299K	Buy	702 +172	+32%	+$74.5K	0.18%	133
2023 Q4	$233K	Buy	+530	New	+$209K	0.14%	137
2023 Q1	–	Hold	0	–	–	–	356

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

Values First Advisors's SPGI Position: Q1 2026 in Review

Values First Advisors reduced its S&P Global (SPGI) stake by 33% in Q1 2026, selling an estimated $340K and leaving 1,480 shares worth $629K. The position accounts for 0.33% of the portfolio, ranked #87.

Values First Advisors first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Values First Advisors held 1,480 shares of S&P Global worth $629K as of Q1 2026.
Values First Advisors sold 733 S&P Global shares in Q1 2026, an estimated $340K.
S&P Global made up 0.33% of Values First Advisors's portfolio in Q1 2026, its #87 holding.
Values First Advisors first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Values First Advisors's S&P Global position peaked at $1.16M in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.