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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
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 $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

Fiduciary Alliance's SPGI Position: Q2 2026 in Review

Fiduciary Alliance increased its S&P Global (SPGI) stake by 109% in Q2 2026, buying an estimated $1.73M and bringing the position to 7,858 shares worth $3.2M. The position accounts for 0.22% of the portfolio, ranked #127.

Fiduciary Alliance first reported a position in SPGI in Q4 2022 and has held it in 9 quarters since. 401 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fiduciary Alliance held 7,858 shares of S&P Global worth $3.2M as of Q2 2026.
  • Fiduciary Alliance bought 4,102 S&P Global shares in Q2 2026, an estimated $1.73M.
  • S&P Global made up 0.22% of Fiduciary Alliance's portfolio in Q2 2026, its #127 holding.
  • Fiduciary Alliance first reported a position in S&P Global in Q4 2022 and has held it in 9 quarters since.
  • 401 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.