Fiduciary Alliance
SPGI icon

Fiduciary Alliance’s S&P Global SPGI Stock Holding History

Fiduciary Alliance’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 		$3.64M Buy
9,234
+1,376
+18% +$582K 0.27% 94
2026
Q2 		$3.2M Buy
7,858
+4,102
+109% +$1.73M 0.22% 127
2026
Q1 		$1.62M Buy
3,756
+2,547
+211% +$1.18M 0.1% 210
2025
Q4 		$632K Buy
1,209
+32
+3% +$15.8K 0.04% 305
2025
Q3 		$573K Buy
1,177
+9
+0.8% +$4.82K 0.04% 320
2025
Q2 		$616K Buy
1,168
+83
+8% +$41.4K 0.05% 290
2025
Q1 		$551K Buy
1,085
+298
+38% +$152K 0.05% 239
2024
Q4 		$392K Buy
+787
New +$399K 0.04% 263
2023
Q3 		– Sell
-68
Closed -$27.3K – 830
2023
Q2 		$27.3K Buy
+68
New +$24.8K 0.01% 400
2023
Q1 		– Sell
-41
Closed -$13.7K – 763
2022
Q4 		$13.7K Buy
+41
New +$13.5K ﹤0.01% 355

Other funds holding SPGI

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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fiduciary Alliance's SPGI Position: Q3 2026 in Review

Fiduciary Alliance increased its S&P Global (SPGI) stake by 18% in Q3 2026, buying an estimated $582K and bringing the position to 9,234 shares worth $3.64M. The position accounts for 0.27% of the portfolio, ranked #94.

Fiduciary Alliance first reported a position in SPGI in Q4 2022 and has held it in 10 quarters since. 399 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Fiduciary Alliance held 9,234 shares of S&P Global worth $3.64M as of Q3 2026.
  • Fiduciary Alliance bought 1,376 S&P Global shares in Q3 2026, an estimated $582K.
  • S&P Global made up 0.27% of Fiduciary Alliance's portfolio in Q3 2026, its #94 holding.
  • Fiduciary Alliance first reported a position in S&P Global in Q4 2022 and has held it in 10 quarters since.
  • 399 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.