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Canopy Partners’s S&P Global SPGI Stock Holding History

Canopy Partners’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 		– Sell
-545
Closed -$232K – 264
2026
Q1 		$232K Buy
545
+67
+14% +$31.1K 0.08% 205
2025
Q4 		$250K Buy
478
+36
+8% +$17.8K 0.08% 193
2025
Q3 		$215K Sell
442
-60
-12% -$32.1K 0.07% 209
2025
Q2 		$265K Buy
502
+5
+1% +$2.5K 0.1% 167
2025
Q1 		$253K Sell
497
-223
-31% -$114K 0.1% 163
2024
Q4 		$359K Buy
720
+7
+1% +$3.55K 0.14% 125
2024
Q3 		$368K Buy
713
+8
+1% +$3.96K 0.16% 119
2024
Q2 		$314K Buy
705
+51
+8% +$21.9K 0.15% 127
2024
Q1 		$278K Buy
654
+23
+4% +$9.97K 0.14% 137
2023
Q4 		$278K Buy
+631
New +$249K 0.17% 122

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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canopy Partners's SPGI Position: Q2 2026 in Review

Canopy Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 545 shares — an estimated $232K sold.

Canopy Partners first reported a position in SPGI in Q4 2023 and held it in 10 quarters. The position peaked at $368K in Q3 2024. 539 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Canopy Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Canopy Partners sold 545 S&P Global shares in Q2 2026, an estimated $232K.
  • Canopy Partners first reported a position in S&P Global in Q4 2023 and held it in 10 quarters.
  • Canopy Partners's S&P Global position peaked at $368K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.