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CFS Investment Advisory Services’s S&P Global SPGI Stock Holding History

CFS Investment Advisory Services’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 		$2.46M Sell
5,595
-77
-1% -$32.5K 0.16% 113
2026
Q1 		$2.51M Sell
5,672
-491
-8% -$228K 0.17% 109
2025
Q4 		$3.22M Buy
6,163
+19
+0.3% +$9.4K 0.24% 84
2025
Q3 		$3.01M Sell
6,144
-2
-0% -$1.07K 0.22% 85
2025
Q2 		$3.24M Sell
6,146
-182
-3% -$90.8K 0.27% 78
2025
Q1 		$3.21M Sell
6,328
-156
-2% -$79.7K 0.29% 76
2024
Q4 		$3.23M Sell
6,484
-47
-0.7% -$23.8K 0.29% 73
2024
Q3 		$3.37M Sell
6,531
-81
-1% -$40.1K 0.28% 66
2024
Q2 		$2.95M Sell
6,612
-18
-0.3% -$7.72K 0.24% 75
2024
Q1 		$2.82M Sell
6,630
-184
-3% -$79.8K 0.47% 36
2023
Q4 		$3M Sell
6,814
-839
-11% -$331K 0.54% 32
2023
Q3 		$2.8M Sell
7,653
-27
-0.4% -$10.6K 0.45% 42
2023
Q2 		$3.08M Buy
7,680
+82
+1% +$30K 0.39% 46
2023
Q1 		$2.62M Buy
7,598
+76
+1% +$26.7K 0.48% 38
2022
Q4 		$2.52M Sell
7,522
-2,324,108
-100% -$766M 0.57% 26
2022
Q3 		$2.33M Buy
2,331,630
+2,323,899
+30,059% +$831M 0.54% 30
2022
Q2 		$2.61M Sell
7,731
-3,175,266
-100% -$1.13B 0.4% 50
2022
Q1 		$8K Buy
3,182,997
+3,175,053
+39,968% +$1.29B 0.03% 177
2021
Q4 		$3.3M Buy
7,944
+1,517
+24% +$694K 0.44% 46
2021
Q3 		$2.73M Buy
+6,427
New +$2.78M 0.37% 55
2020
Q4 		$2.22M Buy
+6,748
New +$2.28M 0.35% 57

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

CFS Investment Advisory Services's SPGI Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its S&P Global (SPGI) stake by 1.4% in Q2 2026, selling an estimated $32.5K and leaving 5,595 shares worth $2.46M. The position accounts for 0.16% of the portfolio, ranked #113.

CFS Investment Advisory Services first reported a position in SPGI in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.37M in Q3 2024. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CFS Investment Advisory Services held 5,595 shares of S&P Global worth $2.46M as of Q2 2026.
  • CFS Investment Advisory Services sold 77 S&P Global shares in Q2 2026, an estimated $32.5K.
  • S&P Global made up 0.16% of CFS Investment Advisory Services's portfolio in Q2 2026, its #113 holding.
  • CFS Investment Advisory Services first reported a position in S&P Global in Q4 2020 and has held it in 21 quarters since.
  • CFS Investment Advisory Services's S&P Global position peaked at $3.37M in Q3 2024.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.