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

Voleon 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 Q1	$274K	Buy	644 +85	+15%	+$39.5K	0.01%	682
2025 Q4	$292K	Sell	559 -3,800	-87%	-$1.88M	0.01%	668
2025 Q3	$2.12M	Sell	4,359 -1,991	-31%	-$1.07M	0.05%	304
2025 Q2	$3.35M	Sell	6,350 -6,500	-51%	-$3.24M	0.18%	127
2025 Q1	$6.53M	Buy	12,850 +727	+6%	+$371K	0.51%	52
2024 Q4	$6.04M	Buy	+12,123	New	+$6.15M	0.45%	57
2019 Q3	–	Sell	-35,000	Closed	-$7.97M	–	230
2019 Q2	$7.97M	Buy	+35,000	New	+$7.64M	0.46%	53

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

Voleon Capital Management's SPGI Position: Q1 2026 in Review

Voleon Capital Management increased its S&P Global (SPGI) stake by 15% in Q1 2026, buying an estimated $39.5K and bringing the position to 644 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #682.

Voleon Capital Management first reported a position in SPGI in Q2 2019 and has held it in 7 quarters since. The position peaked at $7.97M in Q2 2019. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Voleon Capital Management held 644 shares of S&P Global worth $274K as of Q1 2026.
Voleon Capital Management bought 85 S&P Global shares in Q1 2026, an estimated $39.5K.
S&P Global made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #682 holding.
Voleon Capital Management first reported a position in S&P Global in Q2 2019 and has held it in 7 quarters since.
Voleon Capital Management's S&P Global position peaked at $7.97M in Q2 2019.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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