CI
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CX Institutional’s S&P Global SPGI Stock Holding History

CX Institutional’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 		$7.38M Buy
18,120
+39
+0.2% +$16.5K 0.21% 117
2026
Q1 		$7.69M Buy
18,081
+3,168
+21% +$1.47M 0.23% 99
2025
Q4 		$7.79M Buy
14,913
+448
+3% +$222K 0.23% 112
2025
Q3 		$7.04M Buy
14,465
+2,560
+22% +$1.37M 0.21% 114
2025
Q2 		$6.28M Buy
11,905
+713
+6% +$356K 0.22% 111
2025
Q1 		$5.69M Buy
11,192
+9,385
+519% +$4.8M 0.21% 107
2024
Q4 		$900K Sell
1,807
-19
-1% -$9.64K 0.04% 272
2024
Q3 		$943K Buy
1,826
+16
+0.9% +$7.92K 0.04% 297
2024
Q2 		$807K Buy
1,810
+46
+3% +$19.7K 0.04% 309
2024
Q1 		$751K Sell
1,764
-81
-4% -$35.1K 0.04% 314
2023
Q4 		$813K Sell
1,845
-50
-3% -$19.7K 0.04% 283
2023
Q3 		$693K Sell
1,895
-13
-0.7% -$5.11K 0.04% 290
2023
Q2 		$765K Buy
1,908
+696
+57% +$254K 0.04% 305
2023
Q1 		$420K Buy
1,212
+121
+11% +$42.6K 0.02% 365
2022
Q4 		$365K Buy
+1,091
New +$360K 0.02% 406
2022
Q3 		– Sell
-606
Closed -$204K – 1035
2022
Q2 		$204K Sell
606
-1,450
-71% -$517K 0.02% 435
2022
Q1 		$843K Sell
2,056
-5,089
-71% -$2.07M 0.07% 232
2021
Q4 		$3.37M Buy
7,145
+1,708
+31% +$781K 0.27% 119
2021
Q3 		$2.31M Sell
5,437
-238
-4% -$103K 0.19% 130
2021
Q2 		$2.33M Sell
5,675
-184
-3% -$70.7K 0.19% 130
2021
Q1 		$2.07M Buy
5,859
+5,534
+1,703% +$1.84M 0.18% 136
2020
Q4 		$107K Buy
325
+107
+49% +$36.1K 0.01% 350
2020
Q3 		$79K Buy
218
+39
+22% +$13.8K 0.01% 337
2020
Q2 		$59K Buy
179
+115
+180% +$34.6K 0.01% 332
2020
Q1 		$16K Sell
64
-5
-7% -$1.37K ﹤0.01% 406
2019
Q4 		$19K Hold
69
– – ﹤0.01% 354
2019
Q3 		$17K Buy
69
+5
+8% +$1.25K ﹤0.01% 396
2019
Q2 		$15K Buy
64
+10
+19% +$2.18K ﹤0.01% 432
2019
Q1 		$11K Buy
+54
New +$10.5K ﹤0.01% 451

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
Handelsbanken Fonder
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CX Institutional's SPGI Position: Q2 2026 in Review

CX Institutional increased its S&P Global (SPGI) stake by 0.22% in Q2 2026, buying an estimated $16.5K and bringing the position to 18,120 shares worth $7.38M. The position accounts for 0.21% of the portfolio, ranked #117.

CX Institutional first reported a position in SPGI in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.79M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CX Institutional held 18,120 shares of S&P Global worth $7.38M as of Q2 2026.
  • CX Institutional bought 39 S&P Global shares in Q2 2026, an estimated $16.5K.
  • S&P Global made up 0.21% of CX Institutional's portfolio in Q2 2026, its #117 holding.
  • CX Institutional first reported a position in S&P Global in Q1 2019 and has held it in 29 quarters since.
  • CX Institutional's S&P Global position peaked at $7.79M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.