Vontobel Holding’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,500
Closed -$2.35M 1469
2025
Q4
$2.35M Buy
+4,500
New +$2.23M 0.01% 539

Other funds holding SPGI

Vontobel Holding's SPGI Position: Q2 2026 in Review

Vontobel Holding reduced its S&P Global (SPGI) stake by 6.9% in Q2 2026, selling an estimated $4.43M and leaving 140,627 shares worth $57.3M. The position accounts for 0.18% of the portfolio, ranked #119.

Vontobel Holding first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $96.4M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Vontobel Holding held 140,627 shares of S&P Global worth $57.3M as of Q2 2026.
  • Vontobel Holding sold 10,494 S&P Global shares in Q2 2026, an estimated $4.43M.
  • S&P Global made up 0.18% of Vontobel Holding's portfolio in Q2 2026, its #119 holding.
  • Vontobel Holding first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's S&P Global position peaked at $96.4M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.