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Brendel Financial Advisors’s S&P Global SPGI Stock Holding History

Brendel Financial Advisors’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 		$281K Sell
690
-5
-0.7% -$2.11K 0.13% 82
2026
Q1 		$296K Sell
695
-7,346
-91% -$3.41M 0.15% 77
2025
Q4 		$4.2M Buy
8,041
+251
+3% +$124K 2.07% 18
2025
Q3 		$3.79M Buy
7,790
+107
+1% +$57.3K 1.95% 20
2025
Q2 		$4.05M Buy
7,683
+70
+0.9% +$34.9K 2.27% 9
2025
Q1 		$3.87M Buy
7,613
+51
+0.7% +$26.1K 2.35% 11
2024
Q4 		$3.77M Sell
7,562
-245
-3% -$124K 2.28% 12
2024
Q3 		$4.03M Sell
7,807
-71
-0.9% -$35.1K 2.29% 8
2024
Q2 		$3.51M Buy
7,878
+7,106
+920% +$3.05M 2.23% 7
2024
Q1 		$328K Sell
772
-7,846
-91% -$3.4M 0.38% 47
2023
Q4 		$3.8M Sell
8,618
-250
-3% -$98.7K 2.49% 7
2023
Q3 		$3.24M Buy
8,868
+2,876
+48% +$1.13M 4.81% 4
2023
Q2 		$2.4M Buy
5,992
+5,307
+775% +$1.94M 3.62% 12
2023
Q1 		$236K Sell
685
-9,720
-93% -$3.42M 0.17% 77
2022
Q4 		$3.48M Buy
10,405
+9,725
+1,430% +$3.21M 6.99% 2
2022
Q3 		$208K Sell
680
-3
-0.4% -$1.07K 0.49% 34
2022
Q2 		$230K Sell
683
-4,879
-88% -$1.74M 0.2% 84
2022
Q1 		$2.28M Sell
5,562
-4,853
-47% -$1.98M 1.24% 34
2021
Q4 		$4.92M Buy
10,415
+87
+0.8% +$39.8K 2.55% 9
2021
Q3 		$4.39M Buy
10,328
+110
+1% +$47.7K 5.23% 3
2021
Q2 		$4.19M Buy
10,218
+264
+3% +$101K 2.31% 11
2021
Q1 		$3.51M Buy
9,954
+9,250
+1,314% +$3.08M 2.35% 12
2020
Q4 		$231K Buy
704
+12
+2% +$4.05K 0.16% 77
2020
Q3 		$250K Sell
692
-2,513
-78% -$887K 0.2% 72
2020
Q2 		$1.06M Sell
3,205
-3
-0.1% -$902 0.91% 38
2020
Q1 		$786K Sell
3,208
-85
-3% -$23.3K 0.93% 36
2019
Q4 		$899K Buy
3,293
+720
+28% +$187K 0.76% 41
2019
Q3 		$630K Buy
2,573
+1,117
+77% +$279K 0.57% 50
2019
Q2 		$332K Buy
+1,456
New +$318K 0.32% 63

Other funds holding SPGI

Parnassus Investments
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)
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Brendel Financial Advisors's SPGI Position: Q2 2026 in Review

Brendel Financial Advisors reduced its S&P Global (SPGI) stake by 0.72% in Q2 2026, selling an estimated $2.11K and leaving 690 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #82.

Brendel Financial Advisors first reported a position in SPGI in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.92M in Q4 2021. 876 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Brendel Financial Advisors held 690 shares of S&P Global worth $281K as of Q2 2026.
  • Brendel Financial Advisors sold 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up 0.13% of Brendel Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Brendel Financial Advisors first reported a position in S&P Global in Q2 2019 and has held it in 29 quarters since.
  • Brendel Financial Advisors's S&P Global position peaked at $4.92M in Q4 2021.
  • 876 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.