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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vancity Investment Management's SPGI Position: Q1 2026 in Review

Vancity Investment Management reduced its S&P Global (SPGI) stake by 28% in Q1 2026, selling an estimated $9.13M and leaving 51,722 shares worth $22M. The position accounts for 3.5% of the portfolio, ranked #8.

Vancity Investment Management first reported a position in SPGI in Q3 2021 and has held it in 18 quarters since. The position peaked at $59.7M in Q2 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Vancity Investment Management held 51,722 shares of S&P Global worth $22M as of Q1 2026.
  • Vancity Investment Management sold 19,674 S&P Global shares in Q1 2026, an estimated $9.13M.
  • S&P Global made up 3.5% of Vancity Investment Management's portfolio in Q1 2026, its #8 holding.
  • Vancity Investment Management first reported a position in S&P Global in Q3 2021 and has held it in 18 quarters since.
  • Vancity Investment Management's S&P Global position peaked at $59.7M in Q2 2024.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.