CX Institutional
SPGI icon

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
Q3 		$805K Sell
2,040
-16,080
-89% -$6.8M 0.02% 371
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% -$9.6K 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 $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional's SPGI Position: Q3 2026 in Review

CX Institutional reduced its S&P Global (SPGI) stake by 89% in Q3 2026, selling an estimated $6.8M and leaving 2,040 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #371.

CX Institutional first reported a position in SPGI in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.79M in Q4 2025. 341 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • CX Institutional held 2,040 shares of S&P Global worth $805K as of Q3 2026.
  • CX Institutional sold 16,080 S&P Global shares in Q3 2026, an estimated $6.8M.
  • S&P Global made up 0.02% of CX Institutional's portfolio in Q3 2026, its #371 holding.
  • CX Institutional first reported a position in S&P Global in Q1 2019 and has held it in 30 quarters since.
  • CX Institutional's S&P Global position peaked at $7.79M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.