First Foundation Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $412K | Sell |
968
-260
| -21% | -$121K | 0.02% | 263 |
|
|
2025
Q4 | $642K | Sell |
1,228
-709
| -37% | -$351K | 0.02% | 207 |
|
|
2025
Q3 | $943K | Sell |
1,937
-4,263
| -69% | -$2.28M | 0.03% | 185 |
|
|
2025
Q2 | $3.27M | Sell |
6,200
-3,448
| -36% | -$1.72M | 0.12% | 110 |
|
|
2025
Q1 | $4.9M | Buy |
9,648
+433
| +5% | +$221K | 0.2% | 79 |
|
|
2024
Q4 | $4.59M | Buy |
9,215
+1,045
| +13% | +$530K | 0.17% | 89 |
|
|
2024
Q3 | $4.22M | Buy |
8,170
+926
| +13% | +$458K | 0.16% | 87 |
|
|
2024
Q2 | $3.23M | Buy |
7,244
+508
| +8% | +$218K | 0.12% | 93 |
|
|
2024
Q1 | $2.87M | Buy |
6,736
+492
| +8% | +$213K | 0.11% | 98 |
|
|
2023
Q4 | $2.75M | Sell |
6,244
-2,566
| -29% | -$1.01M | 0.13% | 96 |
|
|
2023
Q3 | $3.22M | Buy |
8,810
+428
| +5% | +$168K | 0.15% | 91 |
|
|
2023
Q2 | $3.36M | Buy |
8,382
+71
| +0.9% | +$25.9K | 0.15% | 94 |
|
|
2023
Q1 | $2.87M | Buy |
8,311
+761
| +10% | +$268K | 0.13% | 106 |
|
|
2022
Q4 | $2.53M | Sell |
7,550
-491
| -6% | -$162K | 0.12% | 109 |
|
|
2022
Q3 | $2.46M | Sell |
8,041
-1,491
| -16% | -$533K | 0.12% | 108 |
|
|
2022
Q2 | $3.21M | Sell |
9,532
-570
| -6% | -$203K | 0.14% | 95 |
|
|
2022
Q1 | $4.14M | Buy |
10,102
+1,346
| +15% | +$548K | 0.15% | 87 |
|
|
2021
Q4 | $4.13M | Buy |
8,756
+636
| +8% | +$291K | 0.14% | 88 |
|
|
2021
Q3 | $3.45M | Buy |
8,120
+900
| +12% | +$390K | 0.13% | 93 |
|
|
2021
Q2 | $2.96M | Sell |
7,220
-737
| -9% | -$283K | 0.11% | 110 |
|
|
2021
Q1 | $2.81M | Buy |
7,957
+415
| +6% | +$138K | 0.12% | 105 |
|
|
2020
Q4 | $2.48M | Buy |
7,542
+1,077
| +17% | +$363K | 0.11% | 115 |
|
|
2020
Q3 | $2.33M | Buy |
6,465
+424
| +7% | +$150K | 0.11% | 108 |
|
|
2020
Q2 | $1.99M | Sell |
6,041
-1,099
| -15% | -$330K | 0.1% | 115 |
|
|
2020
Q1 | $1.75M | Buy |
7,140
+210
| +3% | +$57.6K | 0.11% | 113 |
|
|
2019
Q4 | $1.89M | Hold |
6,930
| – | – | 0.09% | 134 |
|
|
2019
Q3 | $1.7M | Sell |
6,930
-105
| -1% | -$26.2K | 0.09% | 131 |
|
|
2019
Q2 | $1.6M | Buy |
7,035
+38
| +0.5% | +$8.3K | 0.09% | 140 |
|
|
2019
Q1 | $1.47M | Buy |
6,997
+473
| +7% | +$91.6K | 0.09% | 143 |
|
|
2018
Q4 | $1.11M | Buy |
6,524
+5,106
| +360% | +$915K | 0.07% | 170 |
|
|
2018
Q3 | $277K | Buy |
1,418
+35
| +3% | +$7.22K | 0.02% | 298 |
|
|
2018
Q2 | $282K | Buy |
1,383
+139
| +11% | +$27.5K | 0.02% | 272 |
|
|
2018
Q1 | $238K | Buy |
+1,244
| New | +$230K | 0.01% | 285 |
|
Other funds holding SPGI
VCM
VPM
First Foundation Advisors's SPGI Position: Q1 2026 in Review
First Foundation Advisors reduced its S&P Global (SPGI) stake by 21% in Q1 2026, selling an estimated $121K and leaving 968 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #263.
First Foundation Advisors first reported a position in SPGI in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.9M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- First Foundation Advisors held 968 shares of S&P Global worth $412K as of Q1 2026.
- First Foundation Advisors sold 260 S&P Global shares in Q1 2026, an estimated $121K.
- S&P Global made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #263 holding.
- First Foundation Advisors first reported a position in S&P Global in Q1 2018 and has held it in 33 quarters since.
- First Foundation Advisors's S&P Global position peaked at $4.9M in Q1 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.