Meriwether Wealth & Planning’s S&P Global SPGI Stock Holding History

Meriwether Wealth & Planning’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	$31.6K	Buy	+80	New	+$33.9K	0.01%	309

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Meriwether Wealth & Planning's SPGI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in S&P Global (SPGI) in Q3 2026: 80 shares worth $31.6K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

699 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Meriwether Wealth & Planning held 80 shares of S&P Global worth $31.6K as of Q3 2026.
S&P Global was a new Meriwether Wealth & Planning position in Q3 2026.
S&P Global made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #309 holding.
699 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.