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Gilpin Wealth Management’s S&P Global SPGI Stock Holding History

Gilpin Wealth 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
Q3 		$455K Sell
1,154
-50
-4% -$21.2K 0.31% 78
2026
Q2 		$490K Sell
1,204
-12
-1% -$5.07K 0.34% 81
2026
Q1 		$517K Buy
1,216
+27
+2% +$12.5K 0.41% 73
2025
Q4 		$621K Buy
+1,189
New +$588K 0.49% 59

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

Gilpin Wealth Management's SPGI Position: Q3 2026 in Review

Gilpin Wealth Management reduced its S&P Global (SPGI) stake by 4.2% in Q3 2026, selling an estimated $21.2K and leaving 1,154 shares worth $455K. The position accounts for 0.31% of the portfolio, ranked #78.

Gilpin Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $621K in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Gilpin Wealth Management held 1,154 shares of S&P Global worth $455K as of Q3 2026.
  • Gilpin Wealth Management sold 50 S&P Global shares in Q3 2026, an estimated $21.2K.
  • S&P Global made up 0.31% of Gilpin Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Gilpin Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's S&P Global position peaked at $621K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.