PFP
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Polaris Financial Partners’s S&P Global SPGI Stock Holding History

Polaris Financial Partners’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 		$14K Buy
+36
New +$15.2K 0.01% 264

Other funds holding SPGI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's SPGI Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in S&P Global (SPGI) in Q3 2026: 36 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings.

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

  • Polaris Financial Partners held 36 shares of S&P Global worth $14K as of Q3 2026.
  • S&P Global was a new Polaris Financial Partners position in Q3 2026.
  • S&P Global made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #264 holding.
  • 11 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.