Nicholas Hoffman & Company’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$490K Hold
1,204
0.01% 242
2026
Q1
$512K Hold
1,204
0.01% 225
2025
Q4
$629K Hold
1,204
0.01% 196
2025
Q3
$586K Hold
1,204
0.01% 202
2025
Q2
$635K Hold
1,204
0.02% 184
2025
Q1
$612K Sell
1,204
-67
-5% -$34.2K 0.02% 176
2024
Q4
$633K Sell
1,271
-13
-1% -$6.6K 0.03% 167
2024
Q3
$663K Sell
1,284
-126
-9% -$62.4K 0.03% 167
2024
Q2
$629K Buy
1,410
+7
+0.5% +$3K 0.03% 162
2024
Q1
$597K Buy
1,403
+1
+0.1% +$433 0.03% 165
2023
Q4
$618K Sell
1,402
-16
-1% -$6.31K 0.04% 160
2023
Q3
$518K Buy
1,418
+26
+2% +$10.2K 0.04% 167
2023
Q2
$558K Sell
1,392
-100
-7% -$36.5K 0.02% 162
2023
Q1
$514K Hold
1,492
0.05% 169
2022
Q4
$500K Buy
1,492
+4
+0.3% +$1.32K 0.05% 170
2022
Q3
$454K Hold
1,488
0.02% 164
2022
Q2
$502K Sell
1,488
-100
-6% -$35.6K 0.02% 156
2022
Q1
$651K Buy
1,588
+16
+1% +$6.52K 0.03% 147
2021
Q4
$742K Buy
1,572
+77
+5% +$35.2K 0.02% 135
2021
Q3
$635K Buy
1,495
+1
+0.1% +$433 0.11% 139
2021
Q2
$613K Buy
1,494
+3
+0.2% +$1.15K 0.11% 139
2021
Q1
$526K Sell
1,491
-1,323
-47% -$440K 0.11% 145
2020
Q4
$925K Buy
2,814
+3
+0.1% +$1.01K 0.21% 90
2020
Q3
$1.01M Buy
2,811
+403
+17% +$142K 0.27% 72
2020
Q2
$793K Buy
2,408
+858
+55% +$258K 0.23% 84
2020
Q1
$380K Buy
1,550
+21
+1% +$5.76K 0.13% 132
2019
Q4
$417K Sell
1,529
-65
-4% -$16.9K 0.12% 138
2019
Q3
$390K Sell
1,594
-125
-7% -$31.2K 0.12% 137
2019
Q2
$392K Sell
1,719
-16
-0.9% -$3.5K 0.12% 133
2019
Q1
$365K Buy
1,735
+315
+22% +$61K 0.12% 131
2018
Q4
$241K Sell
1,420
-1,196
-46% -$214K 0.08% 152
2018
Q3
$511K Buy
2,616
+52
+2% +$10.7K 0.17% 109
2018
Q2
$523K Buy
2,564
+919
+56% +$182K 0.19% 104
2018
Q1
$314K Buy
1,645
+103
+7% +$19K 0.12% 125
2017
Q4
$261K Hold
1,542
0.1% 146
2017
Q3
$241K Hold
1,542
0.1% 141
2017
Q2
$225K Buy
+1,542
New +$214K 0.1% 136

Other funds holding SPGI

Nicholas Hoffman & Company's SPGI Position: Q2 2026 in Review

Nicholas Hoffman & Company held its S&P Global (SPGI) position steady in Q2 2026 at 1,204 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #242.

Nicholas Hoffman & Company first reported a position in SPGI in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.01M in Q3 2020. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Nicholas Hoffman & Company held 1,204 shares of S&P Global worth $490K as of Q2 2026.
  • Nicholas Hoffman & Company left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #242 holding.
  • Nicholas Hoffman & Company first reported a position in S&P Global in Q2 2017 and has held it in 37 quarters since.
  • Nicholas Hoffman & Company's S&P Global position peaked at $1.01M in Q3 2020.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.