Congress Asset Management’s S&P Global SPGI Stock Holding History

Congress Asset Management’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	$527K	Sell	1,294 -880	-40%	-$372K	﹤0.01%	327
2026 Q1	$925K	Sell	2,174 -185	-8%	-$85.9K	0.01%	344
2025 Q4	$1.23M	Hold	2,359	–	–	0.01%	302
2025 Q3	$1.15M	Sell	2,359 -62	-3%	-$33.2K	0.01%	309
2025 Q2	$1.28M	Hold	2,421	–	–	0.01%	309
2025 Q1	$1.23M	Sell	2,421 -53	-2%	-$27.1K	0.01%	297
2024 Q4	$1.23M	Sell	2,474 -1,401	-36%	-$711K	0.01%	303
2024 Q3	$2M	Sell	3,875 -125	-3%	-$61.9K	0.01%	279
2024 Q2	$1.78M	Sell	4,000 -201	-5%	-$86.2K	0.01%	283
2024 Q1	$1.79M	Sell	4,201 -68	-2%	-$29.5K	0.01%	282
2023 Q4	$1.88M	Sell	4,269 -59	-1%	-$23.3K	0.01%	294
2023 Q3	$1.58M	Sell	4,328 -10	-0.2%	-$3.93K	0.01%	288
2023 Q2	$1.74M	Sell	4,338 -101	-2%	-$36.9K	0.02%	290
2023 Q1	$1.53M	Buy	4,439 +823	+23%	+$290K	0.01%	293
2022 Q4	$1.21M	Buy	3,616 +63	+2%	+$20.8K	0.01%	303
2022 Q3	$1.08M	Sell	3,553 -56,078	-94%	-$20.1M	0.01%	300
2022 Q2	$20.1M	Sell	59,631 -215,821	-78%	-$76.9M	0.19%	97
2022 Q1	$113M	Buy	275,452 +241,968	+723%	+$98.6M	0.96%	46
2021 Q4	$15.8M	Buy	33,484 +30	+0.1%	+$13.7K	0.12%	107
2021 Q3	$14.2M	Buy	33,454 +319	+1%	+$138K	0.11%	109
2021 Q2	$13.6M	Buy	33,135 +868	+3%	+$334K	0.11%	101
2021 Q1	$11.4M	Sell	32,267 -208,221	-87%	-$69.3M	0.1%	112
2020 Q4	$79.1M	Buy	240,488 +5,859	+2%	+$1.98M	0.74%	70
2020 Q3	$84.6M	Buy	234,629 +1,049	+0.4%	+$370K	0.92%	59
2020 Q2	$77M	Buy	233,580 +8,002	+4%	+$2.41M	0.91%	58
2020 Q1	$55.3M	Buy	225,578 +3,283	+1%	+$901K	0.84%	64
2019 Q4	$60.7M	Buy	222,295 +4,423	+2%	+$1.15M	0.74%	74
2019 Q3	$53.4M	Buy	217,872 +216,727	+18,928%	+$54.2M	0.69%	75
2019 Q2	$261K	Sell	1,145 -25	-2%	-$5.46K	﹤0.01%	338
2019 Q1	$246K	Sell	1,170 -99	-8%	-$19.2K	﹤0.01%	344
2018 Q4	$216K	Sell	1,269 -99	-7%	-$17.7K	﹤0.01%	355
2018 Q3	$267K	Sell	1,368 -186	-12%	-$38.4K	﹤0.01%	356
2018 Q2	$317K	Buy	1,554 +29	+2%	+$5.73K	﹤0.01%	345
2018 Q1	$291K	Hold	1,525	–	–	﹤0.01%	364
2017 Q4	$258K	Sell	1,525 -800	-34%	-$131K	﹤0.01%	364
2017 Q3	$363K	Sell	2,325 -1,782	-43%	-$271K	0.01%	364
2017 Q2	$600K	Sell	4,107 -863	-17%	-$120K	0.01%	223
2017 Q1	$650K	Sell	4,970 -22,907	-82%	-$2.85M	0.01%	217
2016 Q4	$3M	Sell	27,877 -429,077	-94%	-$51.3M	0.06%	176
2016 Q3	$57.8M	Sell	456,954 -20,539	-4%	-$2.47M	1.28%	15
2016 Q2	$51.2M	Buy	+477,493	New	+$51.2M	1.18%	27

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Congress Asset Management's SPGI Position: Q2 2026 in Review

Congress Asset Management reduced its S&P Global (SPGI) stake by 40% in Q2 2026, selling an estimated $372K and leaving 1,294 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Congress Asset Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $113M in Q1 2022. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Congress Asset Management held 1,294 shares of S&P Global worth $527K as of Q2 2026.
Congress Asset Management sold 880 S&P Global shares in Q2 2026, an estimated $372K.
S&P Global made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #327 holding.
Congress Asset Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Congress Asset Management's S&P Global position peaked at $113M in Q1 2022.
549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.