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CoreCap Advisors’s S&P Global SPGI Stock Holding History

CoreCap 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
2026
Q3 		$589K Buy
1,492
+296
+25% +$125K 0.02% 502
2026
Q2 		$487K Buy
1,196
+282
+31% +$119K 0.01% 549
2026
Q1 		$389K Buy
914
+258
+39% +$120K 0.01% 571
2025
Q4 		$343K Buy
656
+156
+31% +$77.2K 0.01% 618
2025
Q3 		$244K Sell
500
-1,442
-74% -$772K 0.01% 742
2025
Q2 		$1.02M Buy
1,942
+440
+29% +$220K 0.04% 345
2025
Q1 		$763K Buy
1,502
+411
+38% +$210K 0.03% 385
2024
Q4 		$544K Buy
1,091
+58
+6% +$29.4K 0.02% 452
2024
Q3 		$534K Buy
1,033
+759
+277% +$376K 0.03% 452
2024
Q2 		$122K Buy
274
+63
+30% +$27K 0.01% 459
2024
Q1 		$89.9K Sell
211
-635
-75% -$275K ﹤0.01% 877
2023
Q4 		$373K Buy
+846
New +$334K 0.02% 398
2022
Q4 		$58.9K Sell
176
-1,009
-85% -$333K ﹤0.01% 932
2022
Q3 		$362K Sell
1,185
-68
-5% -$24.3K 0.03% 384
2022
Q2 		$422K Buy
+1,253
New +$447K 0.03% 350
2022
Q1 		– Sell
-1,242
Closed -$586K – 1854
2021
Q4 		$586K Buy
+1,242
New +$568K 0.04% 331

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CoreCap Advisors's SPGI Position: Q3 2026 in Review

CoreCap Advisors increased its S&P Global (SPGI) stake by 25% in Q3 2026, buying an estimated $125K and bringing the position to 1,492 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #502.

CoreCap Advisors first reported a position in SPGI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.02M in Q2 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • CoreCap Advisors held 1,492 shares of S&P Global worth $589K as of Q3 2026.
  • CoreCap Advisors bought 296 S&P Global shares in Q3 2026, an estimated $125K.
  • S&P Global made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #502 holding.
  • CoreCap Advisors first reported a position in S&P Global in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's S&P Global position peaked at $1.02M in Q2 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.