First Affirmative Financial Network
SPGI icon

First Affirmative Financial Network’s S&P Global SPGI Stock Holding History

First Affirmative Financial Network’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 		$618K Buy
+1,566
New +$663K 0.14% 150
2026
Q1 		$525K Buy
+1,235
New +$573K 0.2% 118
2025
Q3 		$634K Sell
1,302
-137
-10% -$73.4K 0.3% 76
2025
Q2 		$759K Sell
1,439
-8
-0.6% -$3.99K 0.39% 56
2025
Q1 		$735K Buy
1,447
+6
+0.4% +$3.07K 0.45% 48
2024
Q4 		$718K Sell
1,441
-38
-3% -$19.3K 0.41% 58
2024
Q3 		$764K Buy
1,479
+180
+14% +$89.1K 0.42% 60
2024
Q2 		$579K Buy
1,299
+116
+10% +$49.8K 0.4% 60
2024
Q1 		$503K Buy
1,183
+53
+5% +$23K 0.37% 77
2023
Q4 		$498K Sell
1,130
-45
-4% -$17.8K 0.4% 66
2023
Q3 		$429K Buy
1,175
+51
+5% +$20.1K 0.42% 64
2023
Q2 		$451K Buy
1,124
+208
+23% +$76K 0.45% 56
2023
Q1 		$316K Sell
916
-39
-4% -$13.7K 0.37% 81
2022
Q4 		$320K Sell
955
-69
-7% -$22.7K 0.39% 77
2022
Q3 		$313K Sell
1,024
-3
-0.3% -$1.07K 0.4% 76
2022
Q2 		$346K Sell
1,027
-7
-0.7% -$2.5K 0.39% 71
2022
Q1 		$424K Buy
1,034
+156
+18% +$63.5K 0.41% 66
2021
Q4 		$414K Buy
878
+19
+2% +$8.69K 0.38% 71
2021
Q3 		$365K Buy
+859
New +$372K 0.38% 73

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
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

First Affirmative Financial Network's SPGI Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in S&P Global (SPGI) in Q3 2026: 1,566 shares worth $618K. The stake represents 0.14% of the portfolio and ranks #150 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SPGI as recently as Q1 2026.

First Affirmative Financial Network first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. The position peaked at $764K in Q3 2024. 503 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • First Affirmative Financial Network held 1,566 shares of S&P Global worth $618K as of Q3 2026.
  • S&P Global was a new First Affirmative Financial Network position in Q3 2026.
  • S&P Global made up 0.14% of First Affirmative Financial Network's portfolio in Q3 2026, its #150 holding.
  • First Affirmative Financial Network first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • First Affirmative Financial Network's S&P Global position peaked at $764K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.