Avestar Capital
SPGI icon

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

Avestar 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
Q3 		$594K Sell
1,505
-7,394
-83% -$3.13M 0.05% 323
2026
Q2 		$3.62M Sell
8,899
-600
-6% -$253K 0.2% 85
2026
Q1 		$4.04M Buy
9,499
+7,500
+375% +$3.48M 0.26% 72
2025
Q4 		$1.05M Sell
1,999
-322
-14% -$159K 0.07% 212
2025
Q3 		$1.13M Sell
2,321
-422
-15% -$226K 0.07% 202
2025
Q2 		$1.45M Buy
2,743
+240
+10% +$120K 0.1% 151
2025
Q1 		$1.27M Buy
2,503
+197
+9% +$101K 0.11% 154
2024
Q4 		$1.15M Buy
2,306
+362
+19% +$184K 0.1% 159
2024
Q3 		$1M Buy
1,944
+143
+8% +$70.8K 0.1% 156
2024
Q2 		$803K Buy
1,801
+142
+9% +$60.9K 0.08% 178
2024
Q1 		$706K Buy
1,659
+228
+16% +$98.8K 0.07% 188
2023
Q4 		$630K Buy
1,431
+66
+5% +$26K 0.07% 169
2023
Q3 		$499K Buy
1,365
+101
+8% +$39.7K 0.07% 169
2023
Q2 		$507K Buy
1,264
+165
+15% +$60.3K 0.08% 150
2023
Q1 		$379K Buy
1,099
+45
+4% +$15.8K 0.07% 184
2022
Q4 		$353K Buy
1,054
+256
+32% +$84.4K 0.06% 183
2022
Q3 		$244K Sell
798
-199
-20% -$71.2K 0.06% 220
2022
Q2 		$336K Buy
997
+448
+82% +$160K 0.08% 183
2022
Q1 		$225K Buy
+549
New +$224K 0.04% 360
2019
Q3 		– Sell
-21
Closed -$4K – 733
2019
Q2 		$4K Hold
21
– – ﹤0.01% 611
2019
Q1 		$2K Hold
21
– – ﹤0.01% 675
2018
Q4 		$2K Buy
21
+2
+11% +$358 ﹤0.01% 650
2018
Q3 		$2K Sell
19
-7
-27% -$1.44K ﹤0.01% 650
2018
Q2 		$3K Buy
26
+4
+18% +$790 ﹤0.01% 655
2018
Q1 		$2K Buy
22
+3
+16% +$554 ﹤0.01% 651
2017
Q4 		$2K Buy
+19
New +$3.1K ﹤0.01% 648

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Avestar Capital's SPGI Position: Q3 2026 in Review

Avestar Capital reduced its S&P Global (SPGI) stake by 83% in Q3 2026, selling an estimated $3.13M and leaving 1,505 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #323.

Avestar Capital first reported a position in SPGI in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.04M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Avestar Capital held 1,505 shares of S&P Global worth $594K as of Q3 2026.
  • Avestar Capital sold 7,394 S&P Global shares in Q3 2026, an estimated $3.13M.
  • S&P Global made up 0.05% of Avestar Capital's portfolio in Q3 2026, its #323 holding.
  • Avestar Capital first reported a position in S&P Global in Q4 2017 and has held it in 26 quarters since.
  • Avestar Capital's S&P Global position peaked at $4.04M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.