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Portus Wealth Advisors’s S&P Global SPGI Stock Holding History

Portus Wealth Advisors’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 		$463K Buy
+1,175
New +$497K 0.38% 38
2026
Q2 		– Sell
-771
Closed -$328K – 458
2026
Q1 		$328K Buy
771
+77
+11% +$35.7K 0.31% 39
2025
Q4 		$363K Buy
694
+106
+18% +$52.4K 0.34% 41
2025
Q3 		$286K Buy
+588
New +$315K 0.29% 45

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portus Wealth Advisors's SPGI Position: Q3 2026 in Review

Portus Wealth Advisors opened a new position in S&P Global (SPGI) in Q3 2026: 1,175 shares worth $463K. The stake represents 0.38% of the portfolio and ranks #38 among its holdings. This is a return to the name: Portus Wealth Advisors previously reported a position in SPGI as recently as Q1 2026.

Portus Wealth Advisors first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Portus Wealth Advisors held 1,175 shares of S&P Global worth $463K as of Q3 2026.
  • S&P Global was a new Portus Wealth Advisors position in Q3 2026.
  • S&P Global made up 0.38% of Portus Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Portus Wealth Advisors first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.