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Atwood & Palmer’s S&P Global SPGI Stock Holding History

Atwood & Palmer’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 		$76.9K Hold
195
– – ﹤0.01% 229
2026
Q2 		$79.2K Buy
195
+1
+0.5% +$422 ﹤0.01% 215
2026
Q1 		$82.6K Hold
194
– – ﹤0.01% 209
2025
Q4 		$101K Buy
194
+1
+0.5% +$495 0.01% 187
2025
Q3 		$94.1K Hold
193
– – 0.01% 197
2025
Q2 		$102K Hold
193
– – 0.01% 187
2025
Q1 		$98.1K Hold
193
– – 0.01% 185
2024
Q4 		$96.1K Sell
193
-2
-1% -$1.01K 0.01% 180
2024
Q3 		$101K Buy
195
+186
+2,067% +$92K 0.01% 184
2024
Q2 		$4.01K Hold
9
– – ﹤0.01% 375
2024
Q1 		$3.83K Hold
9
– – ﹤0.01% 343
2023
Q4 		$3.96K Buy
9
+2
+29% +$789 ﹤0.01% 347
2023
Q3 		$2.56K Hold
7
– – ﹤0.01% 355
2023
Q2 		$2.81K Buy
+7
New +$2.56K ﹤0.01% 358

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Atwood & Palmer's SPGI Position: Q3 2026 in Review

Atwood & Palmer held its S&P Global (SPGI) position steady in Q3 2026 at 195 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Atwood & Palmer first reported a position in SPGI in Q2 2023 and has held it in 14 quarters since. The position peaked at $102K in Q2 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Atwood & Palmer held 195 shares of S&P Global worth $76.9K as of Q3 2026.
  • Atwood & Palmer left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #229 holding.
  • Atwood & Palmer first reported a position in S&P Global in Q2 2023 and has held it in 14 quarters since.
  • Atwood & Palmer's S&P Global position peaked at $102K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.