Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s S&P Global SPGI Stock Holding History

Dynamic Advisor Solutions’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 		$1.19M Sell
3,007
-3,734
-55% -$1.58M 0.03% 420
2026
Q2 		$2.75M Sell
6,741
-4,569
-40% -$1.93M 0.08% 257
2026
Q1 		$4.81M Sell
11,310
-4,720
-29% -$2.19M 0.15% 156
2025
Q4 		$8.38M Buy
16,030
+3,270
+26% +$1.62M 0.27% 82
2025
Q3 		$6.21M Buy
12,760
+304
+2% +$163K 0.18% 127
2025
Q2 		$6.57M Buy
12,456
+733
+6% +$366K 0.2% 116
2025
Q1 		$5.96M Buy
11,723
+686
+6% +$351K 0.2% 125
2024
Q4 		$5.5M Buy
11,037
+2,813
+34% +$1.43M 0.24% 101
2024
Q3 		$4.25M Buy
8,224
+1,317
+19% +$652K 0.13% 189
2024
Q2 		$3.08M Sell
6,907
-175
-2% -$75.1K 0.1% 232
2024
Q1 		$3.01M Buy
7,082
+335
+5% +$145K 0.1% 240
2023
Q4 		$2.89M Buy
6,747
+4,927
+271% +$1.94M 0.11% 231
2023
Q3 		$665K Buy
1,820
+632
+53% +$248K 0.03% 451
2023
Q2 		$476K Sell
1,188
-107
-8% -$39.1K 0.02% 510
2023
Q1 		$447K Sell
1,295
-244
-16% -$85.9K 0.03% 497
2022
Q4 		$516K Sell
1,539
-1,803
-54% -$594K 0.04% 432
2022
Q3 		$1.02M Buy
3,342
+290
+10% +$104K 0.08% 246
2022
Q2 		$1.03M Sell
3,052
-164
-5% -$58.5K 0.08% 240
2022
Q1 		$1.32M Sell
3,216
-153
-5% -$62.3K 0.09% 223
2021
Q4 		$1.59M Buy
3,369
+216
+7% +$98.8K 0.11% 195
2021
Q3 		$1.34M Buy
3,153
+195
+7% +$84.5K 0.1% 227
2021
Q2 		$1.21M Buy
2,958
+60
+2% +$23.1K 0.1% 244
2021
Q1 		$1.02M Buy
2,898
+506
+21% +$168K 0.1% 241
2020
Q4 		$786K Buy
2,392
+336
+16% +$113K 0.07% 281
2020
Q3 		$741K Buy
2,056
+486
+31% +$171K 0.08% 250
2020
Q2 		$517K Buy
+1,570
New +$472K 0.07% 269

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

Dynamic Advisor Solutions's SPGI Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its S&P Global (SPGI) stake by 55% in Q3 2026, selling an estimated $1.58M and leaving 3,007 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #420.

Dynamic Advisor Solutions first reported a position in SPGI in Q2 2020 and has held it in 26 quarters since. The position peaked at $8.38M in Q4 2025. 333 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Dynamic Advisor Solutions held 3,007 shares of S&P Global worth $1.19M as of Q3 2026.
  • Dynamic Advisor Solutions sold 3,734 S&P Global shares in Q3 2026, an estimated $1.58M.
  • S&P Global made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #420 holding.
  • Dynamic Advisor Solutions first reported a position in S&P Global in Q2 2020 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's S&P Global position peaked at $8.38M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.