MAFA
SPGI icon

MJT & Associates Financial Advisory’s S&P Global SPGI Stock Holding History

MJT & Associates Financial Advisory’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 		$11.4K Buy
28
+5
+22% +$2.11K 0.01% 182
2026
Q1 		$9.78K Hold
23
– – 0.01% 183
2025
Q4 		$12K Hold
23
– – 0.01% 169
2025
Q3 		$11.2K Buy
23
+10
+77% +$5.36K 0.01% 182
2025
Q2 		$6.86K Hold
13
– – 0.01% 267
2025
Q1 		$6.61K Buy
+13
New +$6.64K 0.01% 267

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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

MJT & Associates Financial Advisory's SPGI Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $2.11K and bringing the position to 28 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #182.

MJT & Associates Financial Advisory first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $12K in Q4 2025. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • MJT & Associates Financial Advisory held 28 shares of S&P Global worth $11.4K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #182 holding.
  • MJT & Associates Financial Advisory first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's S&P Global position peaked at $12K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.