VIM
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Vancity Investment Management’s S&P Global SPGI Stock Holding History

Vancity Investment 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
2026
Q2 		$10.6M Sell
26,136
-25,586
-49% -$10.8M 1.6% 28
2026
Q1 		$22M Sell
51,722
-19,674
-28% -$9.13M 3.5% 8
2025
Q4 		$37.3M Sell
71,396
-3,397
-5% -$1.68M 5.08% 5
2025
Q3 		$36.4M Buy
74,793
+3,779
+5% +$2.02M 4.84% 5
2025
Q2 		$37.4M Buy
71,014
+1,726
+2% +$861K 4.73% 5
2025
Q1 		$35.2M Buy
+69,288
New +$35.4M 4.83% 6
2024
Q3 		$36.9M Sell
71,347
-68,225
-49% -$33.8M 4.42% 6
2024
Q2 		$59.7M Buy
139,572
+86,974
+165% +$37.3M 3.78% 8
2024
Q1 		$22.4M Buy
52,598
+8,934
+20% +$3.87M 2.67% 13
2023
Q4 		$19.2M Sell
43,664
-6,819
-14% -$2.69M 2.82% 13
2023
Q3 		$18.4M Hold
50,483
– – 2.39% 13
2023
Q2 		$20.2M Hold
50,483
– – 2.6% 12
2023
Q1 		$17.4M Buy
50,483
+975
+2% +$343K 2.44% 11
2022
Q4 		$16.6M Buy
49,508
+564
+1% +$186K 2.49% 11
2022
Q3 		$14.9M Sell
48,944
-1,060
-2% -$379K 2.37% 11
2022
Q2 		$16.9M Buy
50,004
+9,559
+24% +$3.41M 2.4% 13
2022
Q1 		$16.6M Buy
40,445
+2,908
+8% +$1.18M 1.96% 17
2021
Q4 		$17.7M Buy
37,537
+911
+2% +$417K 2.03% 18
2021
Q3 		$15.6M Buy
+36,626
New +$15.9M 1.99% 18

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

Vancity Investment Management's SPGI Position: Q2 2026 in Review

Vancity Investment Management reduced its S&P Global (SPGI) stake by 49% in Q2 2026, selling an estimated $10.8M and leaving 26,136 shares worth $10.6M. The position accounts for 1.6% of the portfolio, ranked #28.

Vancity Investment Management first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. The position peaked at $59.7M in Q2 2024. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Vancity Investment Management held 26,136 shares of S&P Global worth $10.6M as of Q2 2026.
  • Vancity Investment Management sold 25,586 S&P Global shares in Q2 2026, an estimated $10.8M.
  • S&P Global made up 1.6% of Vancity Investment Management's portfolio in Q2 2026, its #28 holding.
  • Vancity Investment Management first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • Vancity Investment Management's S&P Global position peaked at $59.7M in Q2 2024.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Vancity Investment Management's 13F filing for Q2 2026, filed 24 Aug 2026.