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Alhambra Investment Management’s S&P Global SPGI Stock Holding History

Alhambra Investment Management’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 		$427K Buy
1,048
+34
+3% +$14.4K 0.19% 109
2026
Q1 		$431K Buy
1,014
+128
+14% +$59.4K 0.2% 105
2025
Q4 		$463K Buy
+886
New +$438K 0.22% 102

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Alhambra Investment Management's SPGI Position: Q2 2026 in Review

Alhambra Investment Management increased its S&P Global (SPGI) stake by 3.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,048 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #109.

Alhambra Investment Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $463K in Q4 2025. 921 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Alhambra Investment Management held 1,048 shares of S&P Global worth $427K as of Q2 2026.
  • Alhambra Investment Management bought 34 S&P Global shares in Q2 2026, an estimated $14.4K.
  • S&P Global made up 0.19% of Alhambra Investment Management's portfolio in Q2 2026, its #109 holding.
  • Alhambra Investment Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Alhambra Investment Management's S&P Global position peaked at $463K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.