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West Branch Capital’s S&P Global SPGI Stock Holding History

West Branch Capital’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 		$408 Hold
1
– – ﹤0.01% 326
2026
Q1 		$426 Sell
1
-74
-99% -$34.4K ﹤0.01% 340
2025
Q4 		$39.2K Sell
75
-15
-17% -$7.42K 0.01% 149
2025
Q3 		$43.8K Sell
90
-5
-5% -$2.68K 0.01% 150
2025
Q2 		$50.1K Hold
95
– – 0.01% 145
2025
Q1 		$48.3K Sell
95
-5
-5% -$2.56K 0.02% 154
2024
Q4 		$49.8K Buy
100
+5
+5% +$2.54K 0.02% 153
2024
Q3 		$49.1K Buy
95
+1
+1% +$495 0.02% 158
2024
Q2 		$41.9K Hold
94
– – 0.02% 168
2024
Q1 		$40K Sell
94
-9
-9% -$3.9K 0.02% 176
2023
Q4 		$45.4K Buy
103
+9
+10% +$3.55K 0.02% 162
2023
Q3 		$34.3K Hold
94
– – 0.02% 188
2023
Q2 		$37.7K Hold
94
– – 0.02% 188
2023
Q1 		$32.4K Hold
94
– – 0.02% 197
2022
Q4 		$31.5K Hold
94
– – 0.02% 193
2022
Q3 		$29K Hold
94
– – 0.02% 202
2022
Q2 		$32K Hold
94
– – 0.02% 199
2022
Q1 		$39K Buy
94
+14
+18% +$5.7K 0.02% 200
2021
Q4 		$38K Hold
80
– – 0.02% 217
2021
Q3 		$34K Hold
80
– – 0.02% 214
2021
Q2 		$33K Buy
+80
New +$30.7K 0.02% 228

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
RG
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

West Branch Capital's SPGI Position: Q2 2026 in Review

West Branch Capital held its S&P Global (SPGI) position steady in Q2 2026 at 1 share worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #326.

West Branch Capital first reported a position in SPGI in Q2 2021 and has held it in 21 quarters since. The position peaked at $50.1K in Q2 2025. 541 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • West Branch Capital held 1 share of S&P Global worth $408 as of Q2 2026.
  • West Branch Capital left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #326 holding.
  • West Branch Capital first reported a position in S&P Global in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's S&P Global position peaked at $50.1K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.