Elm3 Financial Group
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Elm3 Financial Group’s S&P Global SPGI Stock Holding History

Elm3 Financial Group’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 		$207K Sell
524
-135
-20% -$57.1K 0.14% 147
2026
Q2 		$268K Sell
659
-61
-8% -$25.8K 0.18% 112
2026
Q1 		$306K Sell
720
-10
-1% -$4.64K 0.26% 90
2025
Q4 		$382K Sell
730
-101
-12% -$50K 0.32% 78
2025
Q3 		$404K Sell
831
-50
-6% -$26.8K 0.33% 76
2025
Q2 		$465K Sell
881
-91
-9% -$45.4K 0.39% 64
2025
Q1 		$494K Sell
972
-58
-6% -$29.6K 0.43% 52
2024
Q4 		$513K Buy
+1,030
New +$523K 0.44% 49

Other funds holding SPGI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Elm3 Financial Group's SPGI Position: Q3 2026 in Review

Elm3 Financial Group reduced its S&P Global (SPGI) stake by 20% in Q3 2026, selling an estimated $57.1K and leaving 524 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #147.

Elm3 Financial Group first reported a position in SPGI in Q4 2024 and has held it in 8 quarters since. The position peaked at $513K in Q4 2024. 1,468 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Elm3 Financial Group held 524 shares of S&P Global worth $207K as of Q3 2026.
  • Elm3 Financial Group sold 135 S&P Global shares in Q3 2026, an estimated $57.1K.
  • S&P Global made up 0.14% of Elm3 Financial Group's portfolio in Q3 2026, its #147 holding.
  • Elm3 Financial Group first reported a position in S&P Global in Q4 2024 and has held it in 8 quarters since.
  • Elm3 Financial Group's S&P Global position peaked at $513K in Q4 2024.
  • 1,468 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.