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Patton Fund Management’s S&P Global SPGI Stock Holding History

Patton Fund Management’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 		– Sell
-505
Closed -$215K – 413
2026
Q1 		$215K Buy
505
+47
+10% +$21.8K 0.04% 448
2025
Q4 		$239K Hold
458
– – 0.03% 144
2025
Q3 		$223K Hold
458
– – 0.04% 367
2025
Q2 		$241K Buy
+458
New +$229K 0.05% 232

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

Patton Fund Management's SPGI Position: Q2 2026 in Review

Patton Fund Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 505 shares — an estimated $215K sold.

Patton Fund Management first reported a position in SPGI in Q2 2025 and held it in 4 quarters. The position peaked at $241K in Q2 2025. 402 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Patton Fund Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 505 S&P Global shares in Q2 2026, an estimated $215K.
  • Patton Fund Management first reported a position in S&P Global in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's S&P Global position peaked at $241K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.