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Plancorp LLC’s S&P Global SPGI Stock Holding History

Plancorp LLC’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 		$317K Buy
724
+224
+45% +$94.6K 0.01% 320
2026
Q1 		$208K Sell
500
-85
-15% -$39.5K 0.01% 353
2025
Q4 		$306K Sell
585
-20
-3% -$9.9K 0.01% 283
2025
Q3 		$294K Sell
605
-75
-11% -$40.2K 0.01% 301
2025
Q2 		$359K Buy
680
+90
+15% +$44.9K 0.01% 270
2025
Q1 		$300K Sell
590
-45
-7% -$23K 0.01% 278
2024
Q4 		$316K Buy
635
+239
+60% +$121K 0.01% 244
2024
Q3 		$205K Buy
+396
New +$196K 0.01% 300

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Plancorp LLC's SPGI Position: Q2 2026 in Review

Plancorp LLC increased its S&P Global (SPGI) stake by 45% in Q2 2026, buying an estimated $94.6K and bringing the position to 724 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #320.

Plancorp LLC first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $359K in Q2 2025. 487 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Plancorp LLC held 724 shares of S&P Global worth $317K as of Q2 2026.
  • Plancorp LLC bought 224 S&P Global shares in Q2 2026, an estimated $94.6K.
  • S&P Global made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #320 holding.
  • Plancorp LLC first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
  • Plancorp LLC's S&P Global position peaked at $359K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.