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Ferguson Wellman Capital Management’s S&P Global SPGI Stock Holding History

Ferguson Wellman Capital Management’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 		$511K Buy
1,255
+22
+2% +$9.29K 0.01% 302
2026
Q1 		$524K Buy
1,233
+18
+1% +$8.36K 0.01% 285
2025
Q4 		$635K Sell
1,215
-17
-1% -$8.41K 0.01% 225
2025
Q3 		$600K Buy
1,232
+31
+3% +$16.6K 0.01% 237
2025
Q2 		$633K Sell
1,201
-164
-12% -$81.8K 0.01% 219
2025
Q1 		$694K Buy
1,365
+185
+16% +$94.5K 0.01% 213
2024
Q4 		$588K Sell
1,180
-31
-3% -$15.7K 0.01% 229
2024
Q3 		$626K Sell
1,211
-5
-0.4% -$2.47K 0.01% 226
2024
Q2 		$542K Sell
1,216
-6
-0.5% -$2.57K 0.01% 230
2024
Q1 		$520K Sell
1,222
-110
-8% -$47.7K 0.01% 254
2023
Q4 		$587K Sell
1,332
-444
-25% -$175K 0.01% 238
2023
Q3 		$649K Sell
1,776
-30
-2% -$11.8K 0.02% 210
2023
Q2 		$724K Sell
1,806
-254
-12% -$92.8K 0.02% 214
2023
Q1 		$710K Sell
2,060
-28
-1% -$9.85K 0.02% 213
2022
Q4 		$699K Buy
2,088
+277
+15% +$91.3K 0.02% 214
2022
Q3 		$553K Sell
1,811
-4
-0.2% -$1.43K 0.02% 205
2022
Q2 		$612K Hold
1,815
– – 0.02% 206
2022
Q1 		$744K Sell
1,815
-189
-9% -$77K 0.02% 204
2021
Q4 		$946K Sell
2,004
-225
-10% -$103K 0.03% 185
2021
Q3 		$947K Sell
2,229
-140
-6% -$60.7K 0.03% 190
2021
Q2 		$972K Sell
2,369
-917
-28% -$352K 0.03% 184
2021
Q1 		$1.16M Sell
3,286
-60,386
-95% -$20.1M 0.04% 171
2020
Q4 		$20.9M Buy
63,672
+641
+1% +$216K 0.51% 53
2020
Q3 		$22.7M Buy
63,031
+3,467
+6% +$1.22M 0.63% 45
2020
Q2 		$19.6M Buy
59,564
+1,399
+2% +$421K 0.6% 47
2020
Q1 		$14.3M Buy
58,165
+55,246
+1,893% +$15.2M 0.54% 53
2019
Q4 		$797K Buy
2,919
+9
+0.3% +$2.34K 0.02% 231
2019
Q3 		$713K Sell
2,910
-250
-8% -$62.5K 0.02% 234
2019
Q2 		$720K Hold
3,160
– – 0.02% 220
2019
Q1 		$665K Hold
3,160
– – 0.02% 232
2018
Q4 		$537K Sell
3,160
-450
-12% -$80.6K 0.02% 246
2018
Q3 		$705K Hold
3,610
– – 0.02% 216
2018
Q2 		$736K Sell
3,610
-5
-0.1% -$988 0.03% 213
2018
Q1 		$691K Buy
3,615
+5
+0.1% +$923 0.02% 218
2017
Q4 		$612K Hold
3,610
– – 0.02% 232
2017
Q3 		$564K Hold
3,610
– – 0.02% 230
2017
Q2 		$527K Hold
3,610
– – 0.02% 229
2017
Q1 		$472K Hold
3,610
– – 0.02% 235
2016
Q4 		$388K Buy
3,610
+110
+3% +$13.1K 0.02% 254
2016
Q3 		$443K Sell
3,500
-100
-3% -$12K 0.02% 229
2016
Q2 		$386K Buy
+3,600
New +$386K 0.02% 241

Other funds holding SPGI

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ferguson Wellman Capital Management's SPGI Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its S&P Global (SPGI) stake by 1.8% in Q2 2026, buying an estimated $9.29K and bringing the position to 1,255 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #302.

Ferguson Wellman Capital Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $22.7M in Q3 2020. 650 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Ferguson Wellman Capital Management held 1,255 shares of S&P Global worth $511K as of Q2 2026.
  • Ferguson Wellman Capital Management bought 22 S&P Global shares in Q2 2026, an estimated $9.29K.
  • S&P Global made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #302 holding.
  • Ferguson Wellman Capital Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • Ferguson Wellman Capital Management's S&P Global position peaked at $22.7M in Q3 2020.
  • 650 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.