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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
Q3 		$8.68K Sell
22
-6
-21% -$2.54K 0.01% 205
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

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

MJT & Associates Financial Advisory's SPGI Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its S&P Global (SPGI) stake by 21% in Q3 2026, selling an estimated $2.54K and leaving 22 shares worth $8.68K. The position accounts for 0.01% of the portfolio, ranked #205.

MJT & Associates Financial Advisory first reported a position in SPGI in Q1 2025 and has held it in 7 quarters since. The position peaked at $12K in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • MJT & Associates Financial Advisory held 22 shares of S&P Global worth $8.68K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 6 S&P Global shares in Q3 2026, an estimated $2.54K.
  • S&P Global made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #205 holding.
  • MJT & Associates Financial Advisory first reported a position in S&P Global in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's S&P Global position peaked at $12K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.