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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
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 $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

Dynamic Advisor Solutions's SPGI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its S&P Global (SPGI) stake by 40% in Q2 2026, selling an estimated $1.93M and leaving 6,741 shares worth $2.75M. The position accounts for 0.08% of the portfolio, ranked #257.

Dynamic Advisor Solutions first reported a position in SPGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.38M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Dynamic Advisor Solutions held 6,741 shares of S&P Global worth $2.75M as of Q2 2026.
  • Dynamic Advisor Solutions sold 4,569 S&P Global shares in Q2 2026, an estimated $1.93M.
  • S&P Global made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #257 holding.
  • Dynamic Advisor Solutions first reported a position in S&P Global in Q2 2020 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's S&P Global position peaked at $8.38M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.