WFI
SPGI icon

West Family Investments’s S&P Global SPGI Stock Holding History

West Family Investments’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 		$707K Buy
1,736
+660
+61% +$279K 0.2% 109
2026
Q1 		$458K Sell
1,076
-19
-2% -$8.82K 0.16% 117
2025
Q4 		$572K Sell
1,095
-440
-29% -$218K 0.13% 149
2025
Q3 		$747K Buy
1,535
+19
+1% +$10.2K 0.17% 119
2025
Q2 		$799K Buy
1,516
+440
+41% +$220K 0.21% 101
2025
Q1 		$547K Buy
1,076
+83
+8% +$42.4K 0.21% 97
2024
Q4 		$495K Sell
993
-163
-14% -$82.7K 0.17% 123
2024
Q3 		$597K Buy
1,156
+116
+11% +$57.4K 0.2% 105
2024
Q2 		$464K Buy
1,040
+9
+0.9% +$3.86K 0.14% 120
2024
Q1 		$439K Buy
1,031
+11
+1% +$4.77K 0.14% 127
2023
Q4 		$449K Buy
1,020
+61
+6% +$24.1K 0.15% 103
2023
Q3 		$350K Hold
959
– – 0.12% 131
2023
Q2 		$384K Sell
959
-107
-10% -$39.1K 0.15% 124
2023
Q1 		$368K Hold
1,066
– – 0.15% 108
2022
Q4 		$357K Sell
1,066
-163
-13% -$53.7K 0.12% 138
2022
Q3 		$375K Sell
1,229
-21
-2% -$7.51K 0.16% 122
2022
Q2 		$421K Sell
1,250
-91
-7% -$32.4K 0.17% 109
2022
Q1 		$550K Buy
1,341
+505
+60% +$206K 0.16% 102
2021
Q4 		$395K Hold
836
– – 0.11% 162
2021
Q3 		$355K Buy
836
+26
+3% +$11.3K 0.09% 189
2021
Q2 		$332K Buy
+810
New +$311K 0.09% 210

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

West Family Investments's SPGI Position: Q2 2026 in Review

West Family Investments increased its S&P Global (SPGI) stake by 61% in Q2 2026, buying an estimated $279K and bringing the position to 1,736 shares worth $707K. The position accounts for 0.2% of the portfolio, ranked #109.

West Family Investments first reported a position in SPGI in Q2 2021 and has held it in 21 quarters since. The position peaked at $799K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • West Family Investments held 1,736 shares of S&P Global worth $707K as of Q2 2026.
  • West Family Investments bought 660 S&P Global shares in Q2 2026, an estimated $279K.
  • S&P Global made up 0.2% of West Family Investments's portfolio in Q2 2026, its #109 holding.
  • West Family Investments first reported a position in S&P Global in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's S&P Global position peaked at $799K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.