STACKSTONE WEALTH, LLC’s S&P Global SPGI Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1.45M	Buy	+3,684	New	+$1.56M	0.14%	158

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SPGI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in S&P Global (SPGI) in Q3 2026: 3,684 shares worth $1.45M. The stake represents 0.14% of the portfolio and ranks #158 among its holdings.

305 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

STACKSTONE WEALTH, LLC held 3,684 shares of S&P Global worth $1.45M as of Q3 2026.
S&P Global was a new STACKSTONE WEALTH, LLC position in Q3 2026.
S&P Global made up 0.14% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #158 holding.
305 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.