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Resonant Capital Advisors’s S&P Global SPGI Stock Holding History

Resonant Capital 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
Q2 		$2.44M Sell
5,983
-370
-6% -$156K 0.12% 118
2026
Q1 		$2.7M Sell
6,353
-381
-6% -$177K 0.14% 105
2025
Q4 		$3.52M Buy
6,734
+430
+7% +$213K 0.19% 82
2025
Q3 		$3.07M Buy
6,304
+87
+1% +$46.6K 0.18% 96
2025
Q2 		$3.28M Buy
6,217
+572
+10% +$285K 0.21% 87
2025
Q1 		$2.87M Buy
5,645
+74
+1% +$37.8K 0.2% 88
2024
Q4 		$2.77M Buy
5,571
+25
+0.5% +$12.7K 0.2% 91
2024
Q3 		$2.87M Buy
5,546
+263
+5% +$130K 0.21% 88
2024
Q2 		$2.36M Buy
5,283
+380
+8% +$163K 0.19% 93
2024
Q1 		$2.09M Buy
4,903
+127
+3% +$55K 0.18% 102
2023
Q4 		$2.1M Buy
4,776
+1,538
+47% +$607K 0.2% 96
2023
Q3 		$1.18M Buy
3,238
+381
+13% +$150K 0.13% 117
2023
Q2 		$1.15M Buy
2,857
+80
+3% +$29.2K 0.12% 118
2023
Q1 		$957K Buy
2,777
+152
+6% +$53.5K 0.11% 121
2022
Q4 		$879K Buy
2,625
+378
+17% +$125K 0.11% 124
2022
Q3 		$686K Buy
2,247
+60
+3% +$21.5K 0.1% 123
2022
Q2 		$737K Sell
2,187
-60
-3% -$21.4K 0.12% 118
2022
Q1 		$917K Buy
+2,247
New +$915K 0.14% 101

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Resonant Capital Advisors's SPGI Position: Q2 2026 in Review

Resonant Capital Advisors reduced its S&P Global (SPGI) stake by 5.8% in Q2 2026, selling an estimated $156K and leaving 5,983 shares worth $2.44M. The position accounts for 0.12% of the portfolio, ranked #118.

Resonant Capital Advisors first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.52M in Q4 2025. 912 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Resonant Capital Advisors held 5,983 shares of S&P Global worth $2.44M as of Q2 2026.
  • Resonant Capital Advisors sold 370 S&P Global shares in Q2 2026, an estimated $156K.
  • S&P Global made up 0.12% of Resonant Capital Advisors's portfolio in Q2 2026, its #118 holding.
  • Resonant Capital Advisors first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Resonant Capital Advisors's S&P Global position peaked at $3.52M in Q4 2025.
  • 912 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.