Jackson Grant Investment Advisers’s S&P Global SPGI Stock Holding History

Jackson Grant Investment Advisers’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	$56.2K	Sell	138 -15	-10%	-$6.33K	0.02%	195
2026 Q1	$65.1K	Sell	153 -15	-9%	-$6.96K	0.02%	187
2025 Q4	$87.8K	Hold	168	–	–	0.03%	165
2025 Q3	$81.8K	Hold	168	–	–	0.03%	168
2025 Q2	$88.6K	Hold	168	–	–	0.03%	152
2025 Q1	$85.4K	Hold	168	–	–	0.03%	149
2024 Q4	$83.7K	Hold	168	–	–	0.03%	150
2024 Q3	$86.8K	Hold	168	–	–	0.03%	152
2024 Q2	$74.9K	Buy	168 +153	+1,020%	+$65.6K	0.03%	153
2024 Q1	$6.38K	Hold	15	–	–	﹤0.01%	283
2023 Q4	$6.61K	Hold	15	–	–	﹤0.01%	272
2023 Q3	$5.48K	Hold	15	–	–	﹤0.01%	278
2023 Q2	$6.01K	Hold	15	–	–	﹤0.01%	280
2023 Q1	$5.17K	Buy	+15	New	+$5.28K	﹤0.01%	321

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Jackson Grant Investment Advisers's SPGI Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its S&P Global (SPGI) stake by 9.8% in Q2 2026, selling an estimated $6.33K and leaving 138 shares worth $56.2K. The position accounts for 0.02% of the portfolio, ranked #195.

Jackson Grant Investment Advisers first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $88.6K in Q2 2025. 820 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Jackson Grant Investment Advisers held 138 shares of S&P Global worth $56.2K as of Q2 2026.
Jackson Grant Investment Advisers sold 15 S&P Global shares in Q2 2026, an estimated $6.33K.
S&P Global made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #195 holding.
Jackson Grant Investment Advisers first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
Jackson Grant Investment Advisers's S&P Global position peaked at $88.6K in Q2 2025.
820 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.