Cache Advisors’s S&P Global SPGI Stock Holding History

Cache 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 Q3	$464K	Buy	1,177 +388	+49%	+$164K	0.03%	122
2026 Q2	$321K	Hold	789	–	–	0.03%	124
2026 Q1	$336K	Hold	789	–	–	0.04%	96
2025 Q4	$412K	Hold	789	–	–	0.05%	91
2025 Q3	$384K	Hold	789	–	–	0.07%	78
2025 Q2	$416K	Hold	789	–	–	0.11%	70
2025 Q1	$401K	Hold	789	–	–	0.15%	62
2024 Q4	$393K	Buy	+789	New	+$400K	0.16%	55

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cache Advisors's SPGI Position: Q3 2026 in Review

Cache Advisors increased its S&P Global (SPGI) stake by 49% in Q3 2026, buying an estimated $164K and bringing the position to 1,177 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #122.

Cache Advisors first reported a position in SPGI in Q4 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Cache Advisors held 1,177 shares of S&P Global worth $464K as of Q3 2026.
Cache Advisors bought 388 S&P Global shares in Q3 2026, an estimated $164K.
S&P Global made up 0.03% of Cache Advisors's portfolio in Q3 2026, its #122 holding.
Cache Advisors first reported a position in S&P Global in Q4 2024 and has held it in 8 quarters since.
412 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.