Investors Research Corp’s S&P Global SPGI Stock Holding History

Investors Research Corp’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	$310K	Hold	787	–	–	0.05%	218
2026 Q2	$321K	Sell	787 -25	-3%	-$10.6K	0.06%	211
2026 Q1	$345K	Buy	812 +775	+2,095%	+$360K	0.07%	211
2025 Q4	$19.3K	Hold	37	–	–	﹤0.01%	544
2025 Q3	$18K	Hold	37	–	–	﹤0.01%	573
2025 Q2	$19.5K	Hold	37	–	–	﹤0.01%	590
2025 Q1	$18.8K	Buy	+37	New	+$18.9K	﹤0.01%	597
2024 Q3	–	Sell	-4	Closed	-$1.78K	–	1044
2024 Q2	$1.78K	Hold	4	–	–	﹤0.01%	944
2024 Q1	$1.7K	Hold	4	–	–	﹤0.01%	915
2023 Q4	$1.76K	Hold	4	–	–	﹤0.01%	951
2023 Q3	$1.46K	Buy	+4	New	+$1.57K	﹤0.01%	966
2020 Q2	–	Sell	-49	Closed	-$12K	–	1118
2020 Q1	$12K	Hold	49	–	–	0.01%	740
2019 Q4	$13K	Hold	49	–	–	0.01%	793
2019 Q3	$12K	Buy	+49	New	+$12.2K	0.01%	814

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

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Investors Research Corp's SPGI Position: Q3 2026 in Review

Investors Research Corp held its S&P Global (SPGI) position steady in Q3 2026 at 787 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #218.

Investors Research Corp first reported a position in SPGI in Q3 2019 and has held it in 14 quarters since. The position peaked at $345K in Q1 2026. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Investors Research Corp held 787 shares of S&P Global worth $310K as of Q3 2026.
Investors Research Corp left its S&P Global share count unchanged in Q3 2026.
S&P Global made up 0.05% of Investors Research Corp's portfolio in Q3 2026, its #218 holding.
Investors Research Corp first reported a position in S&P Global in Q3 2019 and has held it in 14 quarters since.
Investors Research Corp's S&P Global position peaked at $345K in Q1 2026.
90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.