FAM
SPGI icon

Formidable Asset Management’s S&P Global SPGI Stock Holding History

Formidable Asset Management’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 		$533K Hold
1,309
– – 0.08% 222
2026
Q1 		$557K Sell
1,309
-46
-3% -$21.4K 0.09% 215
2025
Q4 		$708K Hold
1,355
– – 0.1% 191
2025
Q3 		$659K Hold
1,355
– – 0.1% 189
2025
Q2 		$714K Sell
1,355
-221
-14% -$110K 0.12% 163
2025
Q1 		$801K Hold
1,576
– – 0.13% 144
2024
Q4 		$785K Sell
1,576
-91
-5% -$46.2K 0.13% 149
2024
Q3 		$861K Sell
1,667
-208
-11% -$103K 0.14% 144
2024
Q2 		$836K Sell
1,875
-274
-13% -$118K 0.14% 150
2024
Q1 		$914K Buy
2,149
+60
+3% +$26K 0.15% 142
2023
Q4 		$920K Sell
2,089
-74
-3% -$29.2K 0.19% 97
2023
Q3 		$790K Buy
2,163
+175
+9% +$68.8K 0.18% 116
2023
Q2 		$797K Sell
1,988
-112
-5% -$40.9K 0.17% 110
2023
Q1 		$724K Buy
+2,100
New +$739K 0.15% 129

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

Formidable Asset Management's SPGI Position: Q2 2026 in Review

Formidable Asset Management held its S&P Global (SPGI) position steady in Q2 2026 at 1,309 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #222.

Formidable Asset Management first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $920K in Q4 2023. 398 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Formidable Asset Management held 1,309 shares of S&P Global worth $533K as of Q2 2026.
  • Formidable Asset Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #222 holding.
  • Formidable Asset Management first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
  • Formidable Asset Management's S&P Global position peaked at $920K in Q4 2023.
  • 398 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.