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Mayflower Financial Advisors’s S&P Global SPGI Stock Holding History

Mayflower Financial Advisors’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 		$436K Sell
1,070
-184
-15% -$77.7K 0.04% 307
2026
Q1 		$533K Buy
1,254
+76
+6% +$35.3K 0.06% 252
2025
Q4 		$616K Sell
1,178
-214
-15% -$106K 0.07% 216
2025
Q3 		$678K Sell
1,392
-19
-1% -$10.2K 0.09% 202
2025
Q2 		$744K Buy
1,411
+72
+5% +$35.9K 0.1% 182
2025
Q1 		$680K Buy
1,339
+35
+3% +$17.9K 0.1% 189
2024
Q4 		$650K Buy
1,304
+329
+34% +$167K 0.1% 191
2024
Q3 		$504K Buy
975
+210
+27% +$104K 0.08% 219
2024
Q2 		$341K Buy
765
+29
+4% +$12.4K 0.06% 267
2024
Q1 		$313K Buy
736
+22
+3% +$9.54K 0.05% 276
2023
Q4 		$315K Buy
714
+23
+3% +$9.08K 0.04% 251
2023
Q3 		$253K Sell
691
-20
-3% -$7.86K 0.04% 275
2023
Q2 		$285K Sell
711
-13
-2% -$4.75K 0.04% 277
2023
Q1 		$250K Buy
724
+26
+4% +$9.15K 0.03% 295
2022
Q4 		$234K Buy
698
+9
+1% +$2.97K 0.03% 305
2022
Q3 		$210K Buy
+689
New +$247K 0.03% 300
2022
Q2 		– Sell
-534
Closed -$219K – 362
2022
Q1 		$219K Buy
534
+83
+18% +$33.8K 0.03% 320
2021
Q4 		$213K Buy
451
+1
+0.2% +$457 0.03% 310
2021
Q3 		$203K Buy
+450
New +$195K 0.03% 317

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Mayflower Financial Advisors's SPGI Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $77.7K and leaving 1,070 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #307.

Mayflower Financial Advisors first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. The position peaked at $744K in Q2 2025. 624 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Mayflower Financial Advisors held 1,070 shares of S&P Global worth $436K as of Q2 2026.
  • Mayflower Financial Advisors sold 184 S&P Global shares in Q2 2026, an estimated $77.7K.
  • S&P Global made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #307 holding.
  • Mayflower Financial Advisors first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • Mayflower Financial Advisors's S&P Global position peaked at $744K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.