Canoe Financial’s S&P Global SPGI Stock Holding History

Canoe Financial’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	$16.7M	Sell	42,995 -5,144	-11%	-$2.18M	0.2%	64
2026 Q2	$19.6M	Sell	48,139 -4,437	-8%	-$1.87M	0.24%	57
2026 Q1	$22.4M	Sell	52,576 -20,128	-28%	-$9.34M	0.3%	59
2025 Q4	$38M	Sell	72,704 -1,680	-2%	-$831K	0.52%	52
2025 Q3	$36.2M	Sell	74,384 -4,800	-6%	-$2.57M	0.52%	49
2025 Q2	$41.8M	Sell	79,184 -13,195	-14%	-$6.59M	0.59%	52
2025 Q1	$46.9M	Buy	92,379 +16,195	+21%	+$8.28M	0.75%	42
2024 Q4	$37.9M	Buy	76,184 +4,300	+6%	+$2.18M	0.62%	47
2024 Q3	$36.9M	Buy	71,884 +5,100	+8%	+$2.52M	0.89%	38
2024 Q2	$28.4M	Hold	66,784	–	–	0.53%	52
2024 Q1	$28.4M	Buy	+66,784	New	+$28.9M	0.47%	57
2023 Q3	–	Sell	-71,725	Closed	-$28.8M	–	107
2023 Q2	$28.8M	Buy	71,725 +3,800	+6%	+$1.39M	0.6%	50
2023 Q1	$22.8M	Buy	+67,925	New	+$23.9M	0.32%	77

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

Canoe Financial's SPGI Position: Q3 2026 in Review

Canoe Financial reduced its S&P Global (SPGI) stake by 11% in Q3 2026, selling an estimated $2.18M and leaving 42,995 shares worth $16.7M. The position accounts for 0.2% of the portfolio, ranked #64.

Canoe Financial first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $46.9M in Q1 2025. 466 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Canoe Financial held 42,995 shares of S&P Global worth $16.7M as of Q3 2026.
Canoe Financial sold 5,144 S&P Global shares in Q3 2026, an estimated $2.18M.
S&P Global made up 0.2% of Canoe Financial's portfolio in Q3 2026, its #64 holding.
Canoe Financial first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
Canoe Financial's S&P Global position peaked at $46.9M in Q1 2025.
466 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Canoe Financial's 13F filing for Q3 2026, filed 21 Oct 2026.