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Apella Capital’s S&P Global SPGI Stock Holding History

Apella Capital’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 		$423K Buy
953
+204
+27% +$86.1K 0.01% 502
2026
Q1 		$332K Buy
749
+337
+82% +$156K ﹤0.01% 530
2025
Q4 		$215K Buy
+412
New +$204K ﹤0.01% 503

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Apella Capital's SPGI Position: Q2 2026 in Review

Apella Capital increased its S&P Global (SPGI) stake by 27% in Q2 2026, buying an estimated $86.1K and bringing the position to 953 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #502.

Apella Capital first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Apella Capital held 953 shares of S&P Global worth $423K as of Q2 2026.
  • Apella Capital bought 204 S&P Global shares in Q2 2026, an estimated $86.1K.
  • S&P Global made up 0.01% of Apella Capital's portfolio in Q2 2026, its #502 holding.
  • Apella Capital first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.