Krilogy Financial’s S&P Global SPGI Stock Holding History

Krilogy Financial’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	$2.65M	Buy	6,422 +287	+5%	+$121K	0.07%	208
2026 Q2	$2.5M	Buy	6,135 +342	+6%	+$144K	0.07%	207
2026 Q1	$2.53M	Sell	5,793 -1,019	-15%	-$473K	0.08%	193
2025 Q4	$3.65M	Buy	6,812 +1,262	+23%	+$624K	0.12%	138
2025 Q3	$2.76M	Buy	+5,550	New	+$2.97M	0.1%	159
2023 Q2	–	Sell	-3,856	Closed	-$1.33M	–	362
2023 Q1	$1.33M	Buy	3,856 +2,306	+149%	+$812K	0.11%	151
2022 Q4	$519K	Sell	1,550 -1,977	-56%	-$652K	0.05%	248
2022 Q3	$1.08M	Buy	3,527 +23	+0.7%	+$8.23K	0.13%	111
2022 Q2	$1.18M	Buy	3,504 +2,046	+140%	+$729K	0.14%	99
2022 Q1	$598K	Buy	+1,458	New	+$594K	0.06%	186
2020 Q2	–	Sell	-2,582	Closed	-$633K	–	235
2020 Q1	$633K	Buy	+2,582	New	+$708K	0.12%	97
2018 Q4	–	Sell	-50	Closed	-$10K	–	586
2018 Q3	$10K	Buy	+50	New	+$10.3K	﹤0.01%	532
2018 Q2	–	Sell	-50	Closed	-$10K	–	551
2018 Q1	$10K	Hold	50	–	–	﹤0.01%	529
2017 Q4	$8K	Hold	50	–	–	﹤0.01%	543
2017 Q3	$8K	Hold	50	–	–	﹤0.01%	604
2017 Q2	$7K	Hold	50	–	–	﹤0.01%	566
2017 Q1	$5K	Hold	50	–	–	﹤0.01%	579
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	579
2016 Q3	$6K	Buy	+50	New	+$6K	﹤0.01%	584

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

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

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Krilogy Financial's SPGI Position: Q3 2026 in Review

Krilogy Financial increased its S&P Global (SPGI) stake by 4.7% in Q3 2026, buying an estimated $121K and bringing the position to 6,422 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #208.

Krilogy Financial first reported a position in SPGI in Q3 2016 and has held it in 19 quarters since. The position peaked at $3.65M in Q4 2025. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Krilogy Financial held 6,422 shares of S&P Global worth $2.65M as of Q3 2026.
Krilogy Financial bought 287 S&P Global shares in Q3 2026, an estimated $121K.
S&P Global made up 0.07% of Krilogy Financial's portfolio in Q3 2026, its #208 holding.
Krilogy Financial first reported a position in S&P Global in Q3 2016 and has held it in 19 quarters since.
Krilogy Financial's S&P Global position peaked at $3.65M in Q4 2025.
501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.