ZI
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ZEGA Investments’s S&P Global SPGI Stock Holding History

ZEGA 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
Q1 		– Sell
-1,957
Closed -$1.02M – 313
2025
Q4 		$1.02M Buy
1,957
+242
+14% +$120K 0.12% 91
2025
Q3 		$835K Buy
+1,715
New +$918K 0.11% 99
2025
Q1 		– Sell
-508
Closed -$261K – 158
2024
Q4 		$261K Buy
+508
New +$258K 0.07% 108

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ZEGA Investments's SPGI Position: Q1 2026 in Review

ZEGA Investments sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,957 shares — an estimated $1.02M sold.

ZEGA Investments first reported a position in SPGI in Q4 2024 and held it in 3 quarters. The position peaked at $1.02M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • ZEGA Investments reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • ZEGA Investments sold 1,957 S&P Global shares in Q1 2026, an estimated $1.02M.
  • ZEGA Investments first reported a position in S&P Global in Q4 2024 and held it in 3 quarters.
  • ZEGA Investments's S&P Global position peaked at $1.02M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.