Acima Private Wealth’s S&P Global SPGI Stock Holding History

Acima Private Wealth’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	$297K	Sell	752 -74	-9%	-$31.3K	0.09%	98
2026 Q2	$336K	Hold	826	–	–	0.1%	96
2026 Q1	$351K	Hold	826	–	–	0.11%	93
2025 Q4	$432K	Hold	826	–	–	0.13%	82
2025 Q3	$402K	Hold	826	–	–	0.13%	88
2025 Q2	$436K	Hold	826	–	–	0.15%	80
2025 Q1	$420K	Hold	826	–	–	0.15%	79
2024 Q4	$411K	Hold	826	–	–	0.14%	85
2024 Q3	$427K	Hold	826	–	–	0.14%	84
2024 Q2	$368K	Hold	826	–	–	0.14%	88
2024 Q1	$351K	Hold	826	–	–	0.13%	96
2023 Q4	$364K	Hold	826	–	–	0.14%	96
2023 Q3	$302K	Hold	826	–	–	0.13%	106
2023 Q2	$331K	Sell	826 -22	-3%	-$8.04K	0.16%	101
2023 Q1	$292K	Buy	848 +826	+3,755%	+$291K	0.14%	105
2022 Q4	$7.37K	Hold	22	–	–	﹤0.01%	204
2022 Q3	$6.72K	Hold	22	–	–	﹤0.01%	211
2022 Q2	$7.42K	Hold	22	–	–	﹤0.01%	214
2022 Q1	$9K	Hold	22	–	–	﹤0.01%	218
2021 Q4	$10K	Hold	22	–	–	﹤0.01%	215
2021 Q3	$9K	Hold	22	–	–	﹤0.01%	210
2021 Q2	$9K	Hold	22	–	–	﹤0.01%	208
2021 Q1	$8K	Hold	22	–	–	﹤0.01%	209
2020 Q4	$7K	Hold	22	–	–	﹤0.01%	210
2020 Q3	$8K	Hold	22	–	–	﹤0.01%	195
2020 Q2	$7K	Hold	22	–	–	﹤0.01%	219
2020 Q1	$5K	Hold	22	–	–	﹤0.01%	239
2019 Q4	$6K	Hold	22	–	–	﹤0.01%	262
2019 Q3	$5K	Hold	22	–	–	﹤0.01%	243
2019 Q2	$5K	Hold	22	–	–	﹤0.01%	219
2019 Q1	$5K	Sell	22 -3	-12%	-$581	﹤0.01%	219
2018 Q4	$4K	Buy	+25	New	+$4.48K	﹤0.01%	236

Other funds holding SPGI

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

FFM

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

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Acima Private Wealth's SPGI Position: Q3 2026 in Review

Acima Private Wealth reduced its S&P Global (SPGI) stake by 9% in Q3 2026, selling an estimated $31.3K and leaving 752 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #98.

Acima Private Wealth first reported a position in SPGI in Q4 2018 and has held it in 32 quarters since. The position peaked at $436K in Q2 2025. 184 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Acima Private Wealth held 752 shares of S&P Global worth $297K as of Q3 2026.
Acima Private Wealth sold 74 S&P Global shares in Q3 2026, an estimated $31.3K.
S&P Global made up 0.09% of Acima Private Wealth's portfolio in Q3 2026, its #98 holding.
Acima Private Wealth first reported a position in S&P Global in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's S&P Global position peaked at $436K in Q2 2025.
184 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.