Harfst & Associates’s S&P Global SPGI Stock Holding History

Harfst & Associates’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	$231K	Sell	585 -32	-5%	-$13.5K	0.03%	115
2026 Q2	$251K	Sell	617 -568	-48%	-$240K	0.04%	111
2026 Q1	$504K	Sell	1,185 -1,845	-61%	-$857K	0.09%	100
2025 Q4	$1.58M	Buy	3,030 +34	+1%	+$16.8K	0.29%	67
2025 Q3	$1.46M	Buy	2,996 +52	+2%	+$27.8K	0.27%	74
2025 Q2	$1.55M	Buy	2,944 +1,727	+142%	+$862K	0.32%	67
2025 Q1	$618K	Buy	+1,217	New	+$622K	0.14%	88

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Harfst & Associates's SPGI Position: Q3 2026 in Review

Harfst & Associates reduced its S&P Global (SPGI) stake by 5.2% in Q3 2026, selling an estimated $13.5K and leaving 585 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #115.

Harfst & Associates first reported a position in SPGI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2025. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Harfst & Associates held 585 shares of S&P Global worth $231K as of Q3 2026.
Harfst & Associates sold 32 S&P Global shares in Q3 2026, an estimated $13.5K.
S&P Global made up 0.03% of Harfst & Associates's portfolio in Q3 2026, its #115 holding.
Harfst & Associates first reported a position in S&P Global in Q1 2025 and has held it in 7 quarters since.
Harfst & Associates's S&P Global position peaked at $1.58M in Q4 2025.
501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.