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 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 $44.7B AUM 17.24% 1-Year Est. Return

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 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

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

Cache Advisors's SPGI Position: Q2 2026 in Review

Cache Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 789 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #124.

Cache Advisors first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q2 2025. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cache Advisors held 789 shares of S&P Global worth $321K as of Q2 2026.
Cache Advisors left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.03% of Cache Advisors's portfolio in Q2 2026, its #124 holding.
Cache Advisors first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
Cache Advisors's S&P Global position peaked at $416K in Q2 2025.
433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.