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Cobblestone Capital Advisors’s S&P Global SPGI Stock Holding History

Cobblestone Capital 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
2025
Q3 		$391K Buy
804
+27
+3% +$14.5K 0.02% 226
2025
Q2 		$410K Hold
777
– – 0.02% 215
2025
Q1 		$395K Buy
777
+326
+72% +$167K 0.02% 209
2024
Q4 		$225K Buy
451
+10
+2% +$5.07K 0.01% 274
2024
Q3 		$228K Buy
+441
New +$218K 0.01% 266

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cobblestone Capital Advisors's SPGI Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its S&P Global (SPGI) stake by 3.5% in Q3 2025, buying an estimated $14.5K and bringing the position to 804 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #226.

Cobblestone Capital Advisors first reported a position in SPGI in Q3 2024 and has held it in 5 quarters since. The position peaked at $410K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Cobblestone Capital Advisors held 804 shares of S&P Global worth $391K as of Q3 2025.
  • Cobblestone Capital Advisors bought 27 S&P Global shares in Q3 2025, an estimated $14.5K.
  • S&P Global made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #226 holding.
  • Cobblestone Capital Advisors first reported a position in S&P Global in Q3 2024 and has held it in 5 quarters since.
  • Cobblestone Capital Advisors's S&P Global position peaked at $410K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.