Crux Wealth Advisors’s S&P Global SPGI Stock Holding History

Crux Wealth 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 Q2	$806K	Buy	+1,978	New	+$835K	0.28%	90
2025 Q2	–	Sell	-647	Closed	-$329K	–	181
2025 Q1	$329K	Sell	647 -361	-36%	-$184K	0.17%	132
2024 Q4	$502K	Buy	+1,008	New	+$511K	0.28%	93

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Crux Wealth Advisors's SPGI Position: Q2 2026 in Review

Crux Wealth Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 1,978 shares worth $806K. The stake represents 0.28% of the portfolio and ranks #90 among its holdings. This is a return to the name: Crux Wealth Advisors previously reported a position in SPGI as recently as Q1 2025.

Crux Wealth Advisors first reported a position in SPGI in Q4 2024 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Crux Wealth Advisors held 1,978 shares of S&P Global worth $806K as of Q2 2026.
S&P Global was a new Crux Wealth Advisors position in Q2 2026.
S&P Global made up 0.28% of Crux Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Crux Wealth Advisors first reported a position in S&P Global in Q4 2024 and has held it in 3 quarters since.
451 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.