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

Yousif 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	$18M	Sell	44,256 -3,028	-6%	-$1.28M	0.2%	77
2026 Q1	$20.1M	Sell	47,284 -5,083	-10%	-$2.36M	0.24%	63
2025 Q4	$27.2M	Sell	52,367 -346	-0.7%	-$171K	0.3%	48
2025 Q3	$25.7M	Sell	52,713 -2,888	-5%	-$1.55M	0.27%	49
2025 Q2	$29.3M	Sell	55,601 -1,199	-2%	-$598K	0.32%	43
2025 Q1	$28.9M	Sell	56,800 -2,348	-4%	-$1.2M	0.34%	42
2024 Q4	$29.5M	Sell	59,148 -1,592	-3%	-$808K	0.33%	40
2024 Q3	$31.4M	Sell	60,740 -1,185	-2%	-$586K	0.34%	41
2024 Q2	$27.6M	Buy	61,925 +1,394	+2%	+$598K	0.31%	44
2024 Q1	$25.8M	Sell	60,531 -1,902	-3%	-$824K	0.29%	52
2023 Q4	$27.5M	Sell	62,433 -1,859	-3%	-$734K	0.32%	43
2023 Q3	$23.5M	Sell	64,292 -2,436	-4%	-$958K	0.3%	47
2023 Q2	$26.8M	Buy	66,728 +839	+1%	+$307K	0.33%	47
2023 Q1	$22.7M	Sell	65,889 -2,394	-4%	-$843K	0.3%	51
2022 Q4	$22.9M	Buy	68,283 +1,899	+3%	+$626K	0.3%	56
2022 Q3	$20.3M	Sell	66,384 -1,146	-2%	-$410K	0.29%	51
2022 Q2	$22.8M	Sell	67,530 -156	-0.2%	-$55.6K	0.3%	51
2022 Q1	$27.8M	Buy	67,686 +15,724	+30%	+$6.4M	0.3%	49
2021 Q4	$24.5M	Buy	+51,962	New	+$23.8M	0.25%	64

Other funds holding SPGI

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Yousif Capital Management reduced its S&P Global (SPGI) stake by 6.4% in Q2 2026, selling an estimated $1.28M and leaving 44,256 shares worth $18M. The position accounts for 0.2% of the portfolio, ranked #77.

Yousif Capital Management first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.4M in Q3 2024. 427 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Yousif Capital Management held 44,256 shares of S&P Global worth $18M as of Q2 2026.
Yousif Capital Management sold 3,028 S&P Global shares in Q2 2026, an estimated $1.28M.
S&P Global made up 0.2% of Yousif Capital Management's portfolio in Q2 2026, its #77 holding.
Yousif Capital Management first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's S&P Global position peaked at $31.4M in Q3 2024.
427 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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