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Galvin Gaustad & Stein’s S&P Global SPGI Stock Holding History

Galvin Gaustad & Stein’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 		$290K Sell
735
-8
-1% -$3.38K 0.02% 224
2026
Q2 		$303K Buy
+743
New +$314K 0.02% 228

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Galvin Gaustad & Stein's SPGI Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its S&P Global (SPGI) stake by 1.1% in Q3 2026, selling an estimated $3.38K and leaving 735 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #224.

Galvin Gaustad & Stein first reported a position in SPGI in Q2 2026 and has held it in 2 quarters since. The position peaked at $303K in Q2 2026. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Galvin Gaustad & Stein held 735 shares of S&P Global worth $290K as of Q3 2026.
  • Galvin Gaustad & Stein sold 8 S&P Global shares in Q3 2026, an estimated $3.38K.
  • S&P Global made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #224 holding.
  • Galvin Gaustad & Stein first reported a position in S&P Global in Q2 2026 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's S&P Global position peaked at $303K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.