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SPGI icon

Networth Advisors’s S&P Global SPGI Stock Holding History

Networth 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 		$1.63K Hold
4
– – ﹤0.01% 295
2026
Q1 		$1.7K Hold
4
– – ﹤0.01% 299
2025
Q4 		$2.09K Buy
+4
New +$1.98K ﹤0.01% 254

Other funds holding SPGI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Networth Advisors's SPGI Position: Q2 2026 in Review

Networth Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 4 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Networth Advisors first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Networth Advisors held 4 shares of S&P Global worth $1.63K as of Q2 2026.
  • Networth Advisors left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #295 holding.
  • Networth Advisors first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's S&P Global position peaked at $2.09K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.