Perigon Wealth Management
SPGI icon

Perigon Wealth Management’s S&P Global SPGI Stock Holding History

Perigon Wealth 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
Q3 		$2.13M Buy
5,388
+725
+16% +$307K 0.03% 394
2026
Q2 		$1.9M Sell
4,663
-110
-2% -$46.5K 0.03% 424
2026
Q1 		$2.03M Buy
4,773
+143
+3% +$66.4K 0.04% 376
2025
Q4 		$2.42M Buy
4,630
+615
+15% +$304K 0.04% 335
2025
Q3 		$1.95M Sell
4,015
-192
-5% -$103K 0.04% 359
2025
Q2 		$2.22M Sell
4,207
-110
-3% -$54.9K 0.05% 313
2025
Q1 		$2.19M Sell
4,317
-190
-4% -$97.1K 0.06% 290
2024
Q4 		$2.28M Sell
4,507
-157
-3% -$79.7K 0.06% 289
2024
Q3 		$2.41M Sell
4,664
-102
-2% -$50.5K 0.06% 262
2024
Q2 		$2.13M Buy
4,766
+152
+3% +$65.2K 0.06% 247
2024
Q1 		$1.96M Buy
4,614
+1,575
+52% +$683K 0.06% 249
2023
Q4 		$1.34M Buy
3,039
+245
+9% +$96.7K 0.04% 289
2023
Q3 		$1.02M Sell
2,794
-139
-5% -$54.7K 0.04% 304
2023
Q2 		$1.18M Sell
2,933
-688
-19% -$251K 0.05% 281
2023
Q1 		$1.25M Sell
3,621
-9
-0.2% -$3.17K 0.07% 234
2022
Q4 		$1.22M Buy
3,630
+600
+20% +$198K 0.08% 236
2022
Q3 		$925K Buy
3,030
+385
+15% +$138K 0.08% 215
2022
Q2 		$891K Buy
2,645
+38
+1% +$13.5K 0.07% 221
2022
Q1 		$1.07M Buy
2,607
+380
+17% +$155K 0.08% 220
2021
Q4 		$1.05M Buy
2,227
+183
+9% +$83.7K 0.08% 218
2021
Q3 		$869K Buy
2,044
+28
+1% +$12.1K 0.08% 219
2021
Q2 		$828K Buy
2,016
+11
+0.5% +$4.23K 0.07% 227
2021
Q1 		$708K Buy
2,005
+38
+2% +$12.6K 0.07% 234
2020
Q4 		$647K Buy
1,967
+60
+3% +$20.2K 0.08% 207
2020
Q3 		$688K Buy
1,907
+10
+0.5% +$3.53K 0.1% 170
2020
Q2 		$625K Buy
1,897
+2
+0.1% +$601 0.1% 163
2020
Q1 		$537K Buy
+1,895
New +$520K 0.1% 160

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Perigon Wealth Management's SPGI Position: Q3 2026 in Review

Perigon Wealth Management increased its S&P Global (SPGI) stake by 16% in Q3 2026, buying an estimated $307K and bringing the position to 5,388 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #394.

Perigon Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.42M in Q4 2025. 488 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Perigon Wealth Management held 5,388 shares of S&P Global worth $2.13M as of Q3 2026.
  • Perigon Wealth Management bought 725 S&P Global shares in Q3 2026, an estimated $307K.
  • S&P Global made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #394 holding.
  • Perigon Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 27 quarters since.
  • Perigon Wealth Management's S&P Global position peaked at $2.42M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.