Violich Capital Management’s S&P Global SPGI Stock Holding History

Violich Capital 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 Q3	$296K	Hold	750	–	–	0.03%	99
2026 Q2	$305K	Hold	750	–	–	0.03%	102
2026 Q1	$319K	Hold	750	–	–	0.04%	99
2025 Q4	$392K	Hold	750	–	–	0.04%	92
2025 Q3	$365K	Hold	750	–	–	0.04%	90
2025 Q2	$395K	Hold	750	–	–	0.06%	81
2025 Q1	$381K	Hold	750	–	–	0.05%	85
2024 Q4	$374K	Hold	750	–	–	0.05%	84
2024 Q3	$387K	Hold	750	–	–	0.05%	88
2024 Q2	$335K	Hold	750	–	–	0.05%	91
2024 Q1	$319K	Hold	750	–	–	0.05%	93
2023 Q4	$330K	Hold	750	–	–	0.05%	86
2023 Q3	$274K	Hold	750	–	–	0.05%	92
2023 Q2	$301K	Hold	750	–	–	0.05%	95
2023 Q1	$259K	Hold	750	–	–	0.04%	97
2022 Q4	$251K	Hold	750	–	–	0.04%	95
2022 Q3	$229K	Hold	750	–	–	0.04%	100
2022 Q2	$253K	Hold	750	–	–	0.04%	99
2022 Q1	$308K	Hold	750	–	–	0.05%	96
2021 Q4	$354K	Hold	750	–	–	0.05%	91
2021 Q3	$319K	Hold	750	–	–	0.05%	95
2021 Q2	$308K	Hold	750	–	–	0.05%	96
2021 Q1	$265K	Hold	750	–	–	0.05%	93
2020 Q4	$247K	Hold	750	–	–	0.05%	94
2020 Q3	$270K	Sell	750 -100	-12%	-$35.3K	0.06%	85
2020 Q2	$280K	Hold	850	–	–	0.06%	92
2020 Q1	$208K	Sell	850 -50	-6%	-$13.7K	0.06%	94
2019 Q4	$246K	Hold	900	–	–	0.05%	100
2019 Q3	$220K	Hold	900	–	–	0.05%	104
2019 Q2	$205K	Buy	+900	New	+$197K	0.05%	113

Other funds holding SPGI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Violich Capital Management's SPGI Position: Q3 2026 in Review

Violich Capital Management held its S&P Global (SPGI) position steady in Q3 2026 at 750 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #99.

Violich Capital Management first reported a position in SPGI in Q2 2019 and has held it in 30 quarters since. The position peaked at $395K in Q2 2025. 1,167 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Violich Capital Management held 750 shares of S&P Global worth $296K as of Q3 2026.
Violich Capital Management left its S&P Global share count unchanged in Q3 2026.
S&P Global made up 0.03% of Violich Capital Management's portfolio in Q3 2026, its #99 holding.
Violich Capital Management first reported a position in S&P Global in Q2 2019 and has held it in 30 quarters since.
Violich Capital Management's S&P Global position peaked at $395K in Q2 2025.
1,167 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Violich Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.