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Mendel Capital Management’s S&P Global SPGI Stock Holding History

Mendel Capital 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 		– Sell
-1,707
Closed -$726K – 101
2026
Q1 		$726K Buy
+1,707
New +$792K 0.37% 53
2025
Q3 		$845K Buy
1,737
+2
+0.1% +$1.07K 0.44% 49
2025
Q2 		$915K Sell
1,735
-21
-1% -$10.5K 0.52% 48
2025
Q1 		$892K Buy
1,756
+8
+0.5% +$4.09K 0.54% 49
2024
Q4 		$870K Buy
1,748
+9
+0.5% +$4.57K 0.53% 47
2024
Q3 		$898K Buy
1,739
+42
+2% +$20.8K 0.55% 46
2024
Q2 		$757K Sell
1,697
-46
-3% -$19.7K 0.49% 49
2024
Q1 		$742K Buy
1,743
+2
+0.1% +$867 0.49% 49
2023
Q4 		$767K Sell
1,741
-21
-1% -$8.29K 0.55% 45
2023
Q3 		$644K Buy
1,762
+2
+0.1% +$786 0.53% 44
2023
Q2 		$706K Buy
1,760
+2
+0.1% +$731 0.56% 44
2023
Q1 		$606K Buy
1,758
+240
+16% +$84.5K 0.55% 39
2022
Q4 		$508K Buy
1,518
+387
+34% +$128K 0.53% 40
2022
Q3 		$345K Buy
1,131
+14
+1% +$5.01K 0.41% 47
2022
Q2 		$376K Sell
1,117
-28
-2% -$9.98K 0.42% 44
2022
Q1 		$470K Buy
1,145
+74
+7% +$30.1K 0.44% 42
2021
Q4 		$506K Buy
+1,071
New +$490K 0.46% 41

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Mendel Capital Management's SPGI Position: Q2 2026 in Review

Mendel Capital Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,707 shares — an estimated $726K sold.

Mendel Capital Management first reported a position in SPGI in Q4 2021 and held it in 17 quarters. The position peaked at $915K in Q2 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Mendel Capital Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Mendel Capital Management sold 1,707 S&P Global shares in Q2 2026, an estimated $726K.
  • Mendel Capital Management first reported a position in S&P Global in Q4 2021 and held it in 17 quarters.
  • Mendel Capital Management's S&P Global position peaked at $915K in Q2 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.