MHR
SPGI icon

Matthew Hamilton Rosenberg’s S&P Global SPGI Stock Holding History

Matthew Hamilton Rosenberg’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 		$66.7K Buy
169
+90
+114% +$38.1K 0.01% 410
2026
Q2 		$32.2K Sell
79
-79
-50% -$33.4K 0.01% 491
2026
Q1 		$67.2K Hold
158
– – 0.01% 389
2025
Q4 		$82.6K Buy
158
+6
+4% +$2.97K 0.02% 357
2025
Q3 		$74K Buy
152
+18
+13% +$9.64K 0.02% 375
2025
Q2 		$70.7K Hold
134
– – 0.02% 393
2025
Q1 		$68.1K Sell
134
-11
-8% -$5.62K 0.02% 372
2024
Q4 		$72.2K Buy
145
+25
+21% +$12.7K 0.02% 358
2024
Q3 		$62K Hold
120
– – 0.02% 392
2024
Q2 		$53.6K Hold
120
– – 0.02% 408
2024
Q1 		$51.3K Hold
120
– – 0.01% 429
2023
Q4 		$52.9K Hold
120
– – 0.02% 422
2023
Q3 		$43.8K Hold
120
– – 0.01% 437
2023
Q2 		$48.1K Sell
120
-34
-22% -$12.4K 0.02% 436
2023
Q1 		$53.1K Hold
154
– – 0.02% 452
2022
Q4 		$51.6K Sell
154
-23
-13% -$7.58K 0.02% 453
2022
Q3 		$54K Buy
177
+38
+27% +$13.6K 0.02% 423
2022
Q2 		$48K Buy
139
+45
+48% +$16K 0.02% 469
2022
Q1 		$39K Buy
94
+64
+213% +$26.1K 0.01% 489
2021
Q4 		$14K Hold
30
– – 0.01% 567
2021
Q3 		$13K Buy
+30
New +$13K 0.01% 550

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

Matthew Hamilton Rosenberg's SPGI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its S&P Global (SPGI) stake by 114% in Q3 2026, buying an estimated $38.1K and bringing the position to 169 shares worth $66.7K. The position accounts for 0.01% of the portfolio, ranked #410.

Matthew Hamilton Rosenberg first reported a position in SPGI in Q3 2021 and has held it in 21 quarters since. The position peaked at $82.6K in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Matthew Hamilton Rosenberg held 169 shares of S&P Global worth $66.7K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 90 S&P Global shares in Q3 2026, an estimated $38.1K.
  • S&P Global made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #410 holding.
  • Matthew Hamilton Rosenberg first reported a position in S&P Global in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's S&P Global position peaked at $82.6K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.