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GoalVest Advisory’s S&P Global SPGI Stock Holding History

GoalVest Advisory’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 		$91.5K Sell
232
-30
-11% -$12.7K 0.02% 173
2026
Q2 		$107K Hold
262
– – 0.02% 156
2026
Q1 		$111K Hold
262
– – 0.02% 172
2025
Q4 		$137K Buy
262
+38
+17% +$18.8K 0.03% 165
2025
Q3 		$109K Hold
224
– – 0.02% 164
2025
Q2 		$118K Buy
224
+94
+72% +$46.9K 0.03% 160
2025
Q1 		$66.1K Buy
130
+1
+0.8% +$511 0.02% 165
2024
Q4 		$64.3K Sell
129
-24
-16% -$12.2K 0.02% 171
2024
Q3 		$79K Buy
153
+24
+19% +$11.9K 0.02% 155
2024
Q2 		$57.5K Sell
129
-92
-42% -$39.5K 0.02% 165
2024
Q1 		$94K Buy
221
+55
+33% +$23.8K 0.03% 147
2023
Q4 		$73.1K Buy
166
+16
+11% +$6.31K 0.03% 112
2023
Q3 		$54.8K Buy
150
+38
+34% +$14.9K 0.03% 139
2023
Q2 		$44.9K Buy
112
+54
+93% +$19.7K 0.02% 146
2023
Q1 		$20K Sell
58
-9
-13% -$3.17K 0.01% 159
2022
Q4 		$22.4K Hold
67
– – 0.01% 153
2022
Q3 		$20K Sell
67
-1,817
-96% -$650K 0.01% 157
2022
Q2 		$649K Buy
1,884
+23
+1% +$8.2K 0.41% 78
2022
Q1 		$763K Buy
+1,861
New +$758K 0.43% 65
2021
Q2 		$1.22M Buy
2,959
+86
+3% +$33.1K 0.75% 40
2021
Q1 		$1.01M Buy
2,873
+449
+19% +$149K 0.76% 41
2020
Q4 		$797K Buy
+2,424
New +$818K 0.67% 49

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

GoalVest Advisory's SPGI Position: Q3 2026 in Review

GoalVest Advisory reduced its S&P Global (SPGI) stake by 11% in Q3 2026, selling an estimated $12.7K and leaving 232 shares worth $91.5K. The position accounts for 0.02% of the portfolio, ranked #173.

GoalVest Advisory first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.22M in Q2 2021. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • GoalVest Advisory held 232 shares of S&P Global worth $91.5K as of Q3 2026.
  • GoalVest Advisory sold 30 S&P Global shares in Q3 2026, an estimated $12.7K.
  • S&P Global made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #173 holding.
  • GoalVest Advisory first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's S&P Global position peaked at $1.22M in Q2 2021.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.