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Bar Harbor Wealth Management’s S&P Global SPGI Stock Holding History

Bar Harbor Wealth 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 		$691K Sell
1,696
-46
-3% -$19.4K 0.04% 164
2026
Q1 		$741K Hold
1,742
– – 0.04% 156
2025
Q4 		$910K Sell
1,742
-14
-0.8% -$6.93K 0.05% 152
2025
Q3 		$855K Hold
1,756
– – 0.05% 156
2025
Q2 		$926K Sell
1,756
-46
-3% -$23K 0.06% 153
2025
Q1 		$916K Sell
1,802
-9
-0.5% -$4.6K 0.06% 144
2024
Q4 		$902K Sell
1,811
-500
-22% -$254K 0.06% 144
2024
Q3 		$1.19M Sell
2,311
-5
-0.2% -$2.47K 0.08% 142
2024
Q2 		$1.03M Sell
2,316
-10
-0.4% -$4.29K 0.07% 144
2024
Q1 		$990K Sell
2,326
-10
-0.4% -$4.33K 0.07% 150
2023
Q4 		$1.03M Buy
2,336
+463
+25% +$183K 0.08% 144
2023
Q3 		$684K Sell
1,873
-19
-1% -$7.47K 0.05% 165
2023
Q2 		$758K Hold
1,892
– – 0.06% 161
2023
Q1 		$652K Hold
1,892
– – 0.05% 169
2022
Q4 		$634K Hold
1,892
– – 0.05% 172
2022
Q3 		$578K Sell
1,892
-10
-0.5% -$3.58K 0.05% 175
2022
Q2 		$641K Buy
1,902
+1,387
+269% +$494K 0.05% 172
2022
Q1 		$212K Sell
515
-133
-21% -$54.2K 0.02% 222
2021
Q4 		$306K Hold
648
– – 0.03% 195
2021
Q3 		$276K Sell
648
-450
-41% -$195K 0.03% 197
2021
Q2 		$450K Hold
1,098
– – 0.04% 168
2021
Q1 		$388K Sell
1,098
-1,200
-52% -$399K 0.04% 180
2020
Q4 		$755K Sell
2,298
-1,300
-36% -$439K 0.08% 132
2020
Q3 		$1.3M Hold
3,598
– – 0.14% 105
2020
Q2 		$1.19M Sell
3,598
-95
-3% -$28.6K 0.14% 108
2020
Q1 		$905K Sell
3,693
-331
-8% -$90.8K 0.12% 114
2019
Q4 		$1.1M Sell
4,024
-350
-8% -$90.9K 0.12% 126
2019
Q3 		$1.07M Buy
4,374
+400
+10% +$100K 0.12% 137
2019
Q2 		$905K Hold
3,974
– – 0.11% 148
2019
Q1 		$837K Hold
3,974
– – 0.1% 152
2018
Q4 		$675K Buy
3,974
+225
+6% +$40.3K 0.09% 159
2018
Q3 		$732K Hold
3,749
– – 0.08% 179
2018
Q2 		$764K Sell
3,749
-100
-3% -$19.8K 0.09% 167
2018
Q1 		$735K Hold
3,849
– – 0.09% 166
2017
Q4 		$652K Hold
3,849
– – 0.08% 173
2017
Q3 		$601K Hold
3,849
– – 0.07% 176
2017
Q2 		$561K Sell
3,849
-180
-4% -$25K 0.07% 185
2017
Q1 		$526K Sell
4,029
-220
-5% -$27.4K 0.06% 198
2016
Q4 		$457K Hold
4,249
– – 0.05% 229
2016
Q3 		$538K Hold
4,249
– – 0.06% 203
2016
Q2 		$455K Buy
+4,249
New +$456K 0.05% 214

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

Bar Harbor Wealth Management's SPGI Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its S&P Global (SPGI) stake by 2.6% in Q2 2026, selling an estimated $19.4K and leaving 1,696 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #164.

Bar Harbor Wealth Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.3M in Q3 2020. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bar Harbor Wealth Management held 1,696 shares of S&P Global worth $691K as of Q2 2026.
  • Bar Harbor Wealth Management sold 46 S&P Global shares in Q2 2026, an estimated $19.4K.
  • S&P Global made up 0.04% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Bar Harbor Wealth Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • Bar Harbor Wealth Management's S&P Global position peaked at $1.3M in Q3 2020.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.