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

Everhart 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
Q2 		$793K Sell
1,948
-424
-18% -$179K 0.05% 214
2026
Q1 		$1.01M Sell
2,372
-1,429
-38% -$663K 0.09% 170
2025
Q4 		$1.99M Buy
3,801
+750
+25% +$371K 0.18% 74
2025
Q3 		$1.48M Buy
3,051
+66
+2% +$35.3K 0.15% 90
2025
Q2 		$1.57M Buy
2,985
+780
+35% +$389K 0.18% 79
2025
Q1 		$1.12M Buy
2,205
+117
+6% +$59.8K 0.15% 96
2024
Q4 		$1.04M Sell
2,088
-84
-4% -$42.6K 0.21% 94
2024
Q3 		$1.12M Buy
2,172
+391
+22% +$194K 0.25% 88
2024
Q2 		$794K Buy
1,781
+295
+20% +$127K 0.21% 102
2024
Q1 		$632K Buy
1,486
+117
+9% +$50.7K 0.18% 119
2023
Q4 		$603K Buy
1,369
+610
+80% +$241K 0.21% 94
2023
Q3 		$277K Sell
759
-447
-37% -$176K 0.12% 162
2023
Q2 		$483K Buy
1,206
+556
+86% +$203K 0.2% 100
2023
Q1 		$224K Sell
650
-50
-7% -$17.6K 0.1% 179
2022
Q4 		$234K Sell
700
-378
-35% -$125K 0.12% 152
2022
Q3 		$329K Buy
1,078
+153
+17% +$54.7K 0.18% 112
2022
Q2 		$312K Buy
+925
New +$330K 0.19% 116

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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

Everhart Financial Group's SPGI Position: Q2 2026 in Review

Everhart Financial Group reduced its S&P Global (SPGI) stake by 18% in Q2 2026, selling an estimated $179K and leaving 1,948 shares worth $793K. The position accounts for 0.05% of the portfolio, ranked #214.

Everhart Financial Group first reported a position in SPGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.99M in Q4 2025. 376 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Everhart Financial Group held 1,948 shares of S&P Global worth $793K as of Q2 2026.
  • Everhart Financial Group sold 424 S&P Global shares in Q2 2026, an estimated $179K.
  • S&P Global made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #214 holding.
  • Everhart Financial Group first reported a position in S&P Global in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's S&P Global position peaked at $1.99M in Q4 2025.
  • 376 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.