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FAI Advisors’s S&P Global SPGI Stock Holding History

FAI Advisors’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 		– Sell
-566
Closed -$231K – 190
2026
Q2 		$231K Buy
566
+58
+11% +$24.5K 0.09% 167
2026
Q1 		$216K Sell
508
-194
-28% -$90.1K 0.1% 155
2025
Q4 		$367K Buy
702
+160
+30% +$79.2K 0.16% 107
2025
Q3 		$264K Buy
542
+9
+2% +$4.82K 0.12% 140
2025
Q2 		$281K Hold
533
– – 0.14% 124
2025
Q1 		$271K Buy
533
+17
+3% +$8.69K 0.14% 117
2024
Q4 		$257K Buy
+516
New +$262K 0.12% 135

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

FAI Advisors's SPGI Position: Q3 2026 in Review

FAI Advisors sold out of S&P Global (SPGI) in Q3 2026, closing a stake of 566 shares — an estimated $231K sold.

FAI Advisors first reported a position in SPGI in Q4 2024 and held it in 7 quarters. The position peaked at $367K in Q4 2025. 699 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • FAI Advisors reported no remaining S&P Global position as of Q3 2026 after selling out during the quarter.
  • FAI Advisors sold 566 S&P Global shares in Q3 2026, an estimated $231K.
  • FAI Advisors first reported a position in S&P Global in Q4 2024 and held it in 7 quarters.
  • FAI Advisors's S&P Global position peaked at $367K in Q4 2025.
  • 699 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.