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Seven Hills Financial, LLC’s S&P Global SPGI Stock Holding History

Seven Hills Financial, 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 		$3.03M Buy
+7,671
New +$3.25M 1.83% 14

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Hills Financial, LLC's SPGI Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in S&P Global (SPGI) in Q3 2026: 7,671 shares worth $3.03M. The stake represents 1.83% of the portfolio and ranks #14 among its holdings.

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

  • Seven Hills Financial, LLC held 7,671 shares of S&P Global worth $3.03M as of Q3 2026.
  • S&P Global was a new Seven Hills Financial, LLC position in Q3 2026.
  • S&P Global made up 1.83% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #14 holding.
  • 135 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.