Revolve Wealth Partners’s S&P Global SPGI Stock Holding History

Revolve Wealth 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 Q2	$211K	Buy	519 +45	+9%	+$19K	0.02%	335
2026 Q1	$202K	Sell	474 -1	-0.2%	-$464	0.03%	225
2025 Q4	$248K	Sell	475 -24	-5%	-$11.9K	0.03%	201
2025 Q3	$243K	Buy	499 +4	+0.8%	+$2.14K	0.03%	198
2025 Q2	$261K	Sell	495 -1	-0.2%	-$499	0.03%	186
2025 Q1	$252K	Buy	496 +39	+9%	+$19.9K	0.04%	180
2024 Q4	$228K	Sell	457 -6	-1%	-$3.04K	0.03%	202
2024 Q3	$239K	Buy	+463	New	+$229K	0.04%	178

Other funds holding SPGI

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return