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Legacy Solutions LLC’s S&P Global SPGI Stock Holding History

Legacy Solutions LLC’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 		$211K Sell
535
-18
-3% -$7.62K 0.16% 87
2026
Q2 		$225K Buy
553
+38
+7% +$16K 0.18% 81
2026
Q1 		$219K Sell
515
-5
-1% -$2.32K 0.2% 72
2025
Q4 		$272K Buy
520
+13
+3% +$6.43K 0.24% 62
2025
Q3 		$247K Sell
507
-10
-2% -$5.36K 0.22% 68
2025
Q2 		$272K Buy
517
+58
+13% +$28.9K 0.26% 59
2025
Q1 		$233K Buy
459
+16
+4% +$8.18K 0.26% 62
2024
Q4 		$221K Buy
+443
New +$225K 0.24% 66

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

Legacy Solutions LLC's SPGI Position: Q3 2026 in Review

Legacy Solutions LLC reduced its S&P Global (SPGI) stake by 3.3% in Q3 2026, selling an estimated $7.62K and leaving 535 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #87.

Legacy Solutions LLC first reported a position in SPGI in Q4 2024 and has held it in 8 quarters since. The position peaked at $272K in Q2 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Legacy Solutions LLC held 535 shares of S&P Global worth $211K as of Q3 2026.
  • Legacy Solutions LLC sold 18 S&P Global shares in Q3 2026, an estimated $7.62K.
  • S&P Global made up 0.16% of Legacy Solutions LLC's portfolio in Q3 2026, its #87 holding.
  • Legacy Solutions LLC first reported a position in S&P Global in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's S&P Global position peaked at $272K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.