Patten & Patten’s S&P Global SPGI Stock Holding History

Patten & Patten’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	$233K	Hold	573	–	–	0.01%	331
2026 Q1	$244K	Hold	573	–	–	0.01%	311
2025 Q4	$299K	Hold	573	–	–	0.02%	289
2025 Q3	$279K	Hold	573	–	–	0.02%	299
2025 Q2	$302K	Sell	573 -27	-5%	-$13.5K	0.02%	268
2025 Q1	$305K	Buy	600 +40	+7%	+$20.4K	0.02%	264
2024 Q4	$279K	Sell	560 -123	-18%	-$62.4K	0.02%	268
2024 Q3	$353K	Hold	683	–	–	0.02%	251
2024 Q2	$305K	Sell	683 -50	-7%	-$21.5K	0.02%	257
2024 Q1	$312K	Buy	733 +9	+1%	+$3.9K	0.02%	255
2023 Q4	$319K	Sell	724 -150	-17%	-$59.2K	0.03%	231
2023 Q3	$319K	Hold	874	–	–	0.03%	225
2023 Q2	$350K	Sell	874 -150	-15%	-$54.8K	0.03%	220
2023 Q1	$353K	Hold	1,024	–	–	0.03%	215
2022 Q4	$343K	Hold	1,024	–	–	0.03%	211
2022 Q3	$313K	Hold	1,024	–	–	0.03%	224
2022 Q2	$345K	Sell	1,024 -200	-16%	-$71.3K	0.03%	216
2022 Q1	$502K	Buy	1,224 +2	+0.2%	+$815	0.04%	206
2021 Q4	$577K	Hold	1,222	–	–	0.04%	196
2021 Q3	$519K	Buy	1,222 +4	+0.3%	+$1.73K	0.04%	201
2021 Q2	$500K	Sell	1,218 -1,100	-47%	-$423K	0.04%	206
2021 Q1	$818K	Hold	2,318	–	–	0.07%	164
2020 Q4	$762K	Buy	2,318 +1,100	+90%	+$371K	0.07%	165
2020 Q3	$439K	Buy	+1,218	New	+$430K	0.04%	186

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patten & Patten's SPGI Position: Q2 2026 in Review

Patten & Patten held its S&P Global (SPGI) position steady in Q2 2026 at 573 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #331.

Patten & Patten first reported a position in SPGI in Q3 2020 and has held it in 24 quarters since. The position peaked at $818K in Q1 2021. 1,236 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Patten & Patten held 573 shares of S&P Global worth $233K as of Q2 2026.
Patten & Patten left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #331 holding.
Patten & Patten first reported a position in S&P Global in Q3 2020 and has held it in 24 quarters since.
Patten & Patten's S&P Global position peaked at $818K in Q1 2021.
1,236 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.