1620 Investment Advisors’s S&P Global SPGI Stock Holding History

1620 Investment Advisors’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	$1.66K	Hold	4	–	–	﹤0.01%	621
2026 Q1	$1.74K	Hold	4	–	–	﹤0.01%	602
2025 Q4	$2.13K	Hold	4	–	–	﹤0.01%	585
2025 Q3	$1.99K	Hold	4	–	–	﹤0.01%	587
2025 Q2	$2.15K	Hold	4	–	–	﹤0.01%	593
2025 Q1	$2.08K	Hold	4	–	–	﹤0.01%	577
2024 Q4	$2.03K	Sell	4 -296	-99%	-$150K	﹤0.01%	584
2024 Q3	$2.11K	Buy	+300	New	+$148K	﹤0.01%	569

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

1620 Investment Advisors's SPGI Position: Q2 2026 in Review

1620 Investment Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 4 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

1620 Investment Advisors first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.15K in Q2 2025. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

1620 Investment Advisors held 4 shares of S&P Global worth $1.66K as of Q2 2026.
1620 Investment Advisors left its S&P Global share count unchanged in Q2 2026.
S&P Global made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #621 holding.
1620 Investment Advisors first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
1620 Investment Advisors's S&P Global position peaked at $2.15K in Q2 2025.
433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.