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

Buttonwood 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 		$3.38M Buy
8,303
+1,216
+17% +$514K 1.03% 26
2026
Q1 		$3.01M Buy
7,087
+4,474
+171% +$2.08M 1.01% 28
2025
Q4 		$1.37M Buy
2,613
+388
+17% +$192K 0.46% 45
2025
Q3 		$1.08M Buy
2,225
+801
+56% +$429K 0.37% 48
2025
Q2 		$751K Buy
1,424
+69
+5% +$34.4K 0.3% 53
2025
Q1 		$688K Sell
1,355
-13
-1% -$6.64K 0.3% 54
2024
Q4 		$681K Sell
1,368
-21
-2% -$10.7K 0.3% 59
2024
Q3 		$717K Sell
1,389
-23
-2% -$11.4K 0.31% 54
2024
Q2 		$630K Sell
1,412
-13
-0.9% -$5.58K 0.3% 61
2024
Q1 		$606K Sell
1,425
-18
-1% -$7.8K 0.29% 67
2023
Q4 		$636K Sell
1,443
-24
-2% -$9.47K 0.35% 58
2023
Q3 		$536K Buy
1,467
+25
+2% +$9.83K 0.34% 65
2023
Q2 		$578K Buy
1,442
+77
+6% +$28.1K 0.36% 58
2023
Q1 		$471K Buy
1,365
+27
+2% +$9.5K 0.37% 53
2022
Q4 		$448K Buy
1,338
+112
+9% +$36.9K 0.38% 56
2022
Q3 		$358K Buy
1,226
+91
+8% +$32.6K 0.32% 57
2022
Q2 		$383K Buy
1,135
+235
+26% +$83.8K 0.35% 56
2022
Q1 		$369K Buy
900
+345
+62% +$141K 0.33% 54
2021
Q4 		$262K Buy
+555
New +$254K 0.26% 48

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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

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

Buttonwood Financial Advisors increased its S&P Global (SPGI) stake by 17% in Q2 2026, buying an estimated $514K and bringing the position to 8,303 shares worth $3.38M. The position accounts for 1.03% of the portfolio, ranked #26.

Buttonwood Financial Advisors first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. 421 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Buttonwood Financial Advisors held 8,303 shares of S&P Global worth $3.38M as of Q2 2026.
  • Buttonwood Financial Advisors bought 1,216 S&P Global shares in Q2 2026, an estimated $514K.
  • S&P Global made up 1.03% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Buttonwood Financial Advisors first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • 421 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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