American Capital Advisory’s S&P Global SPGI Stock Holding History

American Capital Advisory’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	$5.29K	Buy	13 +3	+30%	+$1.27K	﹤0.01%	439
2026 Q1	$4.25K	Buy	10 +2	+25%	+$929	﹤0.01%	417
2025 Q4	$4.18K	Buy	8 +3	+60%	+$1.48K	﹤0.01%	388
2025 Q3	$2.43K	Buy	5 +1	+25%	+$535	﹤0.01%	409
2025 Q2	$2.11K	Sell	4 -1	-20%	-$499	﹤0.01%	403
2025 Q1	$2.54K	Buy	+5	New	+$2.56K	﹤0.01%	379

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

American Capital Advisory's SPGI Position: Q2 2026 in Review

American Capital Advisory increased its S&P Global (SPGI) stake by 30% in Q2 2026, buying an estimated $1.27K and bringing the position to 13 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

American Capital Advisory first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

American Capital Advisory held 13 shares of S&P Global worth $5.29K as of Q2 2026.
American Capital Advisory bought 3 S&P Global shares in Q2 2026, an estimated $1.27K.
S&P Global made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #439 holding.
American Capital Advisory first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.