Evercore Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Sell |
2,951
-4
| -0.1% | -$1.69K | 0.02% | 213 |
|
|
2026
Q1 | $1.26M | Sell |
2,955
-175
| -6% | -$81.2K | 0.02% | 201 |
|
|
2025
Q4 | $1.64M | Sell |
3,130
-153
| -5% | -$75.7K | 0.02% | 175 |
|
|
2025
Q3 | $1.6M | Hold |
3,283
| – | – | 0.02% | 182 |
|
|
2025
Q2 | $1.73M | Buy |
3,283
+4
| +0.1% | +$2K | 0.03% | 167 |
|
|
2025
Q1 | $1.67M | Sell |
3,279
-325
| -9% | -$166K | 0.03% | 170 |
|
|
2024
Q4 | $1.79M | Sell |
3,604
-176
| -5% | -$89.3K | 0.03% | 164 |
|
|
2024
Q3 | $1.95M | Hold |
3,780
| – | – | 0.03% | 163 |
|
|
2024
Q2 | $1.69M | Sell |
3,780
-13
| -0.3% | -$5.58K | 0.03% | 173 |
|
|
2024
Q1 | $1.61M | Sell |
3,793
-135
| -3% | -$58.5K | 0.03% | 179 |
|
|
2023
Q4 | $1.73M | Buy |
3,928
+116
| +3% | +$45.8K | 0.03% | 175 |
|
|
2023
Q3 | $1.39M | Sell |
3,812
-50
| -1% | -$19.7K | 0.03% | 184 |
|
|
2023
Q2 | $1.55M | Sell |
3,862
-9
| -0.2% | -$3.29K | 0.03% | 180 |
|
|
2023
Q1 | $1.33M | Hold |
3,871
| – | – | 0.03% | 185 |
|
|
2022
Q4 | $1.3M | Buy |
3,871
+30
| +0.8% | +$9.89K | 0.03% | 183 |
|
|
2022
Q3 | $1.17M | Sell |
3,841
-40
| -1% | -$14.3K | 0.03% | 185 |
|
|
2022
Q2 | $1.31M | Hold |
3,881
| – | – | 0.03% | 181 |
|
|
2022
Q1 | $1.59M | Buy |
3,881
+553
| +17% | +$225K | 0.03% | 180 |
|
|
2021
Q4 | $1.57M | Sell |
3,328
-5
| -0.2% | -$2.29K | 0.03% | 182 |
|
|
2021
Q3 | $1.42M | Hold |
3,333
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $1.37M | Sell |
3,333
-279
| -8% | -$107K | 0.03% | 196 |
|
|
2021
Q1 | $1.27M | Sell |
3,612
-5,474
| -60% | -$1.82M | 0.03% | 204 |
|
|
2020
Q4 | $2.99M | Buy |
9,086
+18
| +0.2% | +$6.07K | 0.06% | 129 |
|
|
2020
Q3 | $3.27M | Sell |
9,068
-51
| -0.6% | -$18K | 0.08% | 111 |
|
|
2020
Q2 | $3M | Buy |
9,119
+10
| +0.1% | +$3.01K | 0.08% | 114 |
|
|
2020
Q1 | $2.23M | Sell |
9,109
-181
| -2% | -$49.6K | 0.07% | 122 |
|
|
2019
Q4 | $2.54M | Sell |
9,290
-5
| -0.1% | -$1.3K | 0.07% | 139 |
|
|
2019
Q3 | $2.28M | Hold |
9,295
| – | – | 0.07% | 140 |
|
|
2019
Q2 | $2.12M | Sell |
9,295
-47
| -0.5% | -$10.3K | 0.06% | 147 |
|
|
2019
Q1 | $1.97M | Sell |
9,342
-1,191
| -11% | -$231K | 0.06% | 148 |
|
|
2018
Q4 | $1.79M | Sell |
10,533
-221
| -2% | -$39.6K | 0.07% | 140 |
|
|
2018
Q3 | $2.1M | Buy |
10,754
+598
| +6% | +$123K | 0.07% | 141 |
|
|
2018
Q2 | $2.07M | Buy |
10,156
+1,767
| +21% | +$349K | 0.07% | 139 |
|
|
2018
Q1 | $1.6M | Sell |
8,389
-5,910
| -41% | -$1.09M | 0.06% | 145 |
|
|
2017
Q4 | $2.42M | Sell |
14,299
-565
| -4% | -$92.2K | 0.09% | 122 |
|
|
2017
Q3 | $2.32M | Sell |
14,864
-650
| -4% | -$98.8K | 0.09% | 124 |
|
|
2017
Q2 | $2.27M | Buy |
15,514
+8,759
| +130% | +$1.22M | 0.09% | 126 |
|
|
2017
Q1 | $882K | Sell |
6,755
-18
| -0.3% | -$2.24K | 0.03% | 192 |
|
|
2016
Q4 | $728K | Sell |
6,773
-33
| -0.5% | -$3.94K | 0.03% | 213 |
|
|
2016
Q3 | $862K | Hold |
6,806
| – | – | 0.04% | 195 |
|
|
2016
Q2 | $730K | Buy |
+6,806
| New | +$730K | 0.03% | 198 |
|
Other funds holding SPGI
Evercore Wealth Management's SPGI Position: Q2 2026 in Review
Evercore Wealth Management reduced its S&P Global (SPGI) stake by 0.14% in Q2 2026, selling an estimated $1.69K and leaving 2,951 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #213.
Evercore Wealth Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.27M in Q3 2020. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Evercore Wealth Management held 2,951 shares of S&P Global worth $1.2M as of Q2 2026.
- Evercore Wealth Management sold 4 S&P Global shares in Q2 2026, an estimated $1.69K.
- S&P Global made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #213 holding.
- Evercore Wealth Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
- Evercore Wealth Management's S&P Global position peaked at $3.27M in Q3 2020.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.