FFA
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Farther Finance Advisors’s S&P Global SPGI Stock Holding History

Farther Finance 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 		$5.59M Buy
14,170
+157
+1% +$66.4K 0.04% 398
2026
Q2 		$5.71M Sell
14,013
-407
-3% -$172K 0.04% 366
2026
Q1 		$6.13M Buy
14,420
+1,263
+10% +$586K 0.06% 294
2025
Q4 		$6.88M Buy
13,157
+7,874
+149% +$3.9M 0.07% 245
2025
Q3 		$2.57M Buy
5,283
+828
+19% +$443K 0.04% 366
2025
Q2 		$2.35M Sell
4,455
-57
-1% -$28.4K 0.05% 322
2025
Q1 		$2.3M Buy
4,512
+216
+5% +$110K 0.06% 272
2024
Q4 		$2.14M Sell
4,296
-166
-4% -$84.2K 0.08% 214
2024
Q3 		$2.3M Sell
4,462
-172
-4% -$85.1K 0.09% 188
2024
Q2 		$2.07M Buy
4,634
+1,228
+36% +$527K 0.1% 165
2024
Q1 		$1.45M Sell
3,406
-1,186
-26% -$514K 0.09% 194
2023
Q4 		$2.02M Buy
4,592
+3,402
+286% +$1.34M 0.15% 131
2023
Q3 		$435K Buy
1,190
+582
+96% +$229K 0.07% 223
2023
Q2 		$244K Buy
608
+25
+4% +$9.13K 0.05% 283
2023
Q1 		$201K Buy
583
+76
+15% +$26.7K 0.06% 261
2022
Q4 		$170K Buy
+507
New +$167K 0.07% 246

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Farther Finance Advisors's SPGI Position: Q3 2026 in Review

Farther Finance Advisors increased its S&P Global (SPGI) stake by 1.1% in Q3 2026, buying an estimated $66.4K and bringing the position to 14,170 shares worth $5.59M. The position accounts for 0.04% of the portfolio, ranked #398.

Farther Finance Advisors first reported a position in SPGI in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.88M in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Farther Finance Advisors held 14,170 shares of S&P Global worth $5.59M as of Q3 2026.
  • Farther Finance Advisors bought 157 S&P Global shares in Q3 2026, an estimated $66.4K.
  • S&P Global made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #398 holding.
  • Farther Finance Advisors first reported a position in S&P Global in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's S&P Global position peaked at $6.88M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.