HF Advisory Group’s S&P Global SPGI Stock Holding History

HF Advisory Group’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	$737K	Buy	+1,870	New	+$791K	0.22%	111

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

HF Advisory Group's SPGI Position: Q3 2026 in Review

HF Advisory Group opened a new position in S&P Global (SPGI) in Q3 2026: 1,870 shares worth $737K. The stake represents 0.22% of the portfolio and ranks #111 among its holdings.

589 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

HF Advisory Group held 1,870 shares of S&P Global worth $737K as of Q3 2026.
S&P Global was a new HF Advisory Group position in Q3 2026.
S&P Global made up 0.22% of HF Advisory Group's portfolio in Q3 2026, its #111 holding.
589 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.