DLA
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Douglas Lane & Associates’s S&P Global SPGI Stock Holding History

Douglas Lane & Associates’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 		$25.2M Buy
63,999
+35,647
+126% +$15.1M 0.34% 94
2026
Q2 		$11.5M Buy
28,352
+26,400
+1,352% +$11.1M 0.16% 116
2026
Q1 		$830K Buy
1,952
+385
+25% +$179K 0.01% 157
2025
Q4 		$819K Sell
1,567
-3
-0.2% -$1.48K 0.01% 163
2025
Q3 		$764K Sell
1,570
-160
-9% -$85.7K 0.01% 162
2025
Q2 		$912K Buy
1,730
+8
+0.5% +$3.99K 0.01% 160
2025
Q1 		$875K Sell
1,722
-33
-2% -$16.9K 0.01% 163
2024
Q4 		$874K Hold
1,755
– – 0.01% 164
2024
Q3 		$907K Sell
1,755
-30
-2% -$14.8K 0.01% 164
2024
Q2 		$796K Sell
1,785
-200
-10% -$85.8K 0.01% 167
2024
Q1 		$845K Buy
1,985
+32
+2% +$13.9K 0.01% 167
2023
Q4 		$860K Sell
1,953
-20
-1% -$7.89K 0.01% 162
2023
Q3 		$721K Buy
1,973
+261
+15% +$103K 0.01% 158
2023
Q2 		$686K Buy
1,712
+391
+30% +$143K 0.01% 165
2023
Q1 		$455K Buy
1,321
+5
+0.4% +$1.76K 0.01% 181
2022
Q4 		$441K Buy
1,316
+172
+15% +$56.7K 0.01% 183
2022
Q3 		$349K Sell
1,144
-128
-10% -$45.8K 0.01% 187
2022
Q2 		$429K Hold
1,272
– – 0.01% 183
2022
Q1 		$522K Buy
1,272
+129
+11% +$52.5K 0.01% 178
2021
Q4 		$539K Sell
1,143
-22
-2% -$10.1K 0.01% 175
2021
Q3 		$495K Buy
1,165
+359
+45% +$156K 0.01% 176
2021
Q2 		$331K Hold
806
– – ﹤0.01% 189
2021
Q1 		$284K Buy
+806
New +$268K ﹤0.01% 189

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
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
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Douglas Lane & Associates's SPGI Position: Q3 2026 in Review

Douglas Lane & Associates increased its S&P Global (SPGI) stake by 126% in Q3 2026, buying an estimated $15.1M and bringing the position to 63,999 shares worth $25.2M. The position accounts for 0.34% of the portfolio, ranked #94.

Douglas Lane & Associates first reported a position in SPGI in Q1 2021 and has held it in 23 quarters since. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Douglas Lane & Associates held 63,999 shares of S&P Global worth $25.2M as of Q3 2026.
  • Douglas Lane & Associates bought 35,647 S&P Global shares in Q3 2026, an estimated $15.1M.
  • S&P Global made up 0.34% of Douglas Lane & Associates's portfolio in Q3 2026, its #94 holding.
  • Douglas Lane & Associates first reported a position in S&P Global in Q1 2021 and has held it in 23 quarters since.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.