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Marion Wealth Management’s S&P Global SPGI Stock Holding History

Marion Wealth Management’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 		$254K Buy
623
+107
+21% +$45.2K 0.05% 140
2026
Q1 		$220K Buy
516
+68
+15% +$31.6K 0.05% 133
2025
Q4 		$239K Buy
+448
New +$222K 0.05% 130

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Marion Wealth Management's SPGI Position: Q2 2026 in Review

Marion Wealth Management increased its S&P Global (SPGI) stake by 21% in Q2 2026, buying an estimated $45.2K and bringing the position to 623 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #140.

Marion Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Marion Wealth Management held 623 shares of S&P Global worth $254K as of Q2 2026.
  • Marion Wealth Management bought 107 S&P Global shares in Q2 2026, an estimated $45.2K.
  • S&P Global made up 0.05% of Marion Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Marion Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.