James T. Borello
SPGI icon

James T. Borello’s S&P Global SPGI Stock Holding History

James T. Borello’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 		$36.3K Sell
92
-2
-2% -$846 0.01% 293
2026
Q2 		$38.3K Buy
94
+33
+54% +$13.9K 0.01% 276
2026
Q1 		$25.9K Sell
61
-7
-10% -$3.25K 0.01% 320
2025
Q4 		$35.5K Buy
68
+55
+423% +$27.2K 0.01% 203
2025
Q3 		$6.33K Buy
+13
New +$6.96K ﹤0.01% 397

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

James T. Borello's SPGI Position: Q3 2026 in Review

James T. Borello reduced its S&P Global (SPGI) stake by 2.1% in Q3 2026, selling an estimated $846 and leaving 92 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #293.

James T. Borello first reported a position in SPGI in Q3 2025 and has held it in 5 quarters since. The position peaked at $38.3K in Q2 2026. 804 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • James T. Borello held 92 shares of S&P Global worth $36.3K as of Q3 2026.
  • James T. Borello sold 2 S&P Global shares in Q3 2026, an estimated $846.
  • S&P Global made up 0.01% of James T. Borello's portfolio in Q3 2026, its #293 holding.
  • James T. Borello first reported a position in S&P Global in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's S&P Global position peaked at $38.3K in Q2 2026.
  • 804 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.