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 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

Ninety One (UK)

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

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return