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 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Violich Capital Management's SPGI Position: Q2 2026 in Review

Violich Capital Management held its S&P Global (SPGI) position steady in Q2 2026 at 750 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #102.

Violich Capital Management first reported a position in SPGI in Q2 2019 and has held it in 29 quarters since. The position peaked at $395K in Q2 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Violich Capital Management held 750 shares of S&P Global worth $305K as of Q2 2026.
Violich Capital Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.03% of Violich Capital Management's portfolio in Q2 2026, its #102 holding.
Violich Capital Management first reported a position in S&P Global in Q2 2019 and has held it in 29 quarters since.
Violich Capital Management's S&P Global position peaked at $395K in Q2 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.