Perryman Financial Advisory’s S&P Global SPGI Stock Holding History

Perryman Financial Advisory’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	$513K	Buy	+1,300	New	+$550K	0.06%	138

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Perryman Financial Advisory's SPGI Position: Q3 2026 in Review

Perryman Financial Advisory opened a new position in S&P Global (SPGI) in Q3 2026: 1,300 shares worth $513K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings.

548 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Perryman Financial Advisory held 1,300 shares of S&P Global worth $513K as of Q3 2026.
S&P Global was a new Perryman Financial Advisory position in Q3 2026.
S&P Global made up 0.06% of Perryman Financial Advisory's portfolio in Q3 2026, its #138 holding.
548 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Perryman Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.