Sendero Wealth Management
SPGI icon

Sendero Wealth Management’s S&P Global SPGI Stock Holding History

Sendero Wealth Management’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 		$2.24M Buy
5,680
+1,017
+22% +$430K 0.22% 78
2026
Q2 		$1.9M Buy
4,663
+3,135
+205% +$1.32M 0.19% 82
2026
Q1 		$650K Buy
+1,528
New +$709K 0.07% 140

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Sendero Wealth Management's SPGI Position: Q3 2026 in Review

Sendero Wealth Management increased its S&P Global (SPGI) stake by 22% in Q3 2026, buying an estimated $430K and bringing the position to 5,680 shares worth $2.24M. The position accounts for 0.22% of the portfolio, ranked #78.

Sendero Wealth Management first reported a position in SPGI in Q1 2026 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Sendero Wealth Management held 5,680 shares of S&P Global worth $2.24M as of Q3 2026.
  • Sendero Wealth Management bought 1,017 S&P Global shares in Q3 2026, an estimated $430K.
  • S&P Global made up 0.22% of Sendero Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Sendero Wealth Management first reported a position in S&P Global in Q1 2026 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.