Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s S&P Global SPGI Stock Holding History

Fifth Third Wealth 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 		$2.74M Buy
6,940
+913
+15% +$386K 0.07% 176
2026
Q2 		$2.45M Buy
6,027
+993
+20% +$419K 0.07% 182
2026
Q1 		$2.14M Buy
5,034
+633
+14% +$294K 0.07% 181
2025
Q4 		$2.3M Sell
4,401
-267
-6% -$132K 0.08% 158
2025
Q3 		$2.27M Buy
4,668
+150
+3% +$80.3K 0.08% 148
2025
Q2 		$2.38M Buy
4,518
+125
+3% +$62.4K 0.1% 139
2025
Q1 		$2.23M Buy
4,393
+188
+4% +$96.1K 0.12% 118
2024
Q4 		$2.09M Buy
4,205
+238
+6% +$121K 0.11% 119
2024
Q3 		$2.05M Buy
3,967
+100
+3% +$49.5K 0.13% 120
2024
Q2 		$1.72M Buy
3,867
+2,771
+253% +$1.19M 0.13% 109
2024
Q1 		$466K Sell
1,096
-95
-8% -$41.2K 0.07% 162
2023
Q4 		$525K Buy
1,191
+3
+0.3% +$1.18K 0.17% 113
2023
Q3 		$434K Buy
1,188
+275
+30% +$108K 0.18% 116
2023
Q2 		$366K Buy
+913
New +$334K 0.24% 102

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

Fifth Third Wealth Advisors's SPGI Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its S&P Global (SPGI) stake by 15% in Q3 2026, buying an estimated $386K and bringing the position to 6,940 shares worth $2.74M. The position accounts for 0.07% of the portfolio, ranked #176.

Fifth Third Wealth Advisors first reported a position in SPGI in Q2 2023 and has held it in 14 quarters since. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Fifth Third Wealth Advisors held 6,940 shares of S&P Global worth $2.74M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 913 S&P Global shares in Q3 2026, an estimated $386K.
  • S&P Global made up 0.07% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #176 holding.
  • Fifth Third Wealth Advisors first reported a position in S&P Global in Q2 2023 and has held it in 14 quarters since.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.