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Hibernia Wealth Partners’s S&P Global SPGI Stock Holding History

Hibernia Wealth Partners’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
Q2 		– Sell
-754
Closed -$321K – 118
2026
Q1 		$321K Buy
754
+24
+3% +$11.1K 0.09% 85
2025
Q4 		$381K Buy
+730
New +$361K 0.11% 67
2025
Q3 		– Sell
-634
Closed -$334K – 94
2025
Q2 		$334K Buy
+634
New +$316K 0.11% 69
2024
Q4 		– Sell
-415
Closed -$214K – 108
2024
Q3 		$214K Buy
+415
New +$205K 0.06% 117
2023
Q4 		– Sell
-5
Closed -$1.83K – 290
2023
Q3 		$1.83K Buy
+5
New +$1.97K ﹤0.01% 259

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Hibernia Wealth Partners's SPGI Position: Q2 2026 in Review

Hibernia Wealth Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 754 shares — an estimated $321K sold.

Hibernia Wealth Partners first reported a position in SPGI in Q3 2023 and held it in 5 quarters. The position peaked at $381K in Q4 2025. 609 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Hibernia Wealth Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Hibernia Wealth Partners sold 754 S&P Global shares in Q2 2026, an estimated $321K.
  • Hibernia Wealth Partners first reported a position in S&P Global in Q3 2023 and held it in 5 quarters.
  • Hibernia Wealth Partners's S&P Global position peaked at $381K in Q4 2025.
  • 609 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.