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Matthew Goff Investment Advisor’s S&P Global SPGI Stock Holding History

Matthew Goff Investment Advisor’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 		$354K Hold
868
– – 0.06% 83
2026
Q1 		$369K Hold
868
– – 0.06% 94
2025
Q4 		$454K Sell
868
-6
-0.7% -$2.97K 0.08% 70
2025
Q3 		$425K Buy
874
+19
+2% +$10.2K 0.07% 76
2025
Q2 		$451K Hold
855
– – 0.08% 75
2025
Q1 		$434K Buy
855
+6
+0.7% +$3.07K 0.08% 83
2024
Q4 		$423K Buy
849
+13
+2% +$6.6K 0.08% 81
2024
Q3 		$432K Hold
836
– – 0.08% 81
2024
Q2 		$373K Hold
836
– – 0.08% 83
2024
Q1 		$356K Sell
836
-32
-4% -$13.9K 0.07% 79
2023
Q4 		$382K Hold
868
– – 0.08% 78
2023
Q3 		$317K Hold
868
– – 0.08% 79
2023
Q2 		$348K Hold
868
– – 0.08% 81
2023
Q1 		$299K Hold
868
– – 0.07% 80
2022
Q4 		$291K Hold
868
– – 0.08% 78
2022
Q3 		$265K Buy
868
+32
+4% +$11.4K 0.08% 71
2022
Q2 		$282K Hold
836
– – 0.08% 69
2022
Q1 		$343K Hold
836
– – 0.08% 69
2021
Q4 		$395K Hold
836
– – 0.09% 66
2021
Q3 		$355K Hold
836
– – 0.09% 75
2021
Q2 		$343K Hold
836
– – 0.09% 73
2021
Q1 		$295K Hold
836
– – 0.08% 78
2020
Q4 		$275K Hold
836
– – 0.08% 74
2020
Q3 		$301K Hold
836
– – 0.1% 67
2020
Q2 		$275K Hold
836
– – 0.09% 69
2020
Q1 		$205K Hold
836
– – 0.09% 54
2019
Q4 		$228K Hold
836
– – 0.08% 55
2019
Q3 		$205K Buy
+836
New +$209K 0.08% 57
2018
Q3 		– Sell
-490,475
Closed -$11.9M – 75
2018
Q2 		$11.9M Buy
+490,475
New +$96.9M 4.65% 4

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

Matthew Goff Investment Advisor's SPGI Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its S&P Global (SPGI) position steady in Q2 2026 at 868 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #83.

Matthew Goff Investment Advisor first reported a position in SPGI in Q2 2018 and has held it in 29 quarters since. The position peaked at $11.9M in Q2 2018. 350 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Matthew Goff Investment Advisor held 868 shares of S&P Global worth $354K as of Q2 2026.
  • Matthew Goff Investment Advisor left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.06% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #83 holding.
  • Matthew Goff Investment Advisor first reported a position in S&P Global in Q2 2018 and has held it in 29 quarters since.
  • Matthew Goff Investment Advisor's S&P Global position peaked at $11.9M in Q2 2018.
  • 350 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.