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Sequoia Financial Advisors’s S&P Global SPGI Stock Holding History

Sequoia Financial 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 		$3.61M Buy
8,864
+778
+10% +$329K 0.02% 421
2026
Q1 		$3.44M Sell
8,086
-1,461
-15% -$678K 0.02% 420
2025
Q4 		$4.99M Buy
9,547
+871
+10% +$431K 0.03% 330
2025
Q3 		$4.22M Buy
8,676
+167
+2% +$89.4K 0.03% 333
2025
Q2 		$4.49M Buy
8,509
+1,506
+22% +$752K 0.03% 300
2025
Q1 		$3.56M Buy
7,003
+1,148
+20% +$587K 0.03% 326
2024
Q4 		$2.92M Buy
5,855
+279
+5% +$142K 0.03% 332
2024
Q3 		$2.88M Buy
5,576
+674
+14% +$334K 0.03% 299
2024
Q2 		$2.19M Buy
4,902
+243
+5% +$104K 0.03% 307
2024
Q1 		$1.98M Sell
4,659
-2,534
-35% -$1.1M 0.02% 326
2023
Q4 		$3.17M Buy
7,193
+3,181
+79% +$1.26M 0.04% 269
2023
Q3 		$1.47M Sell
4,012
-722
-15% -$284K 0.03% 278
2023
Q2 		$1.9M Buy
4,734
+1,485
+46% +$543K 0.03% 249
2023
Q1 		$1.12M Buy
3,249
+153
+5% +$53.8K 0.02% 295
2022
Q4 		$1.04M Buy
3,096
+1,460
+89% +$481K 0.03% 283
2022
Q3 		$500K Sell
1,636
-571
-26% -$204K 0.02% 293
2022
Q2 		$744K Buy
2,207
+53
+2% +$18.9K 0.02% 261
2022
Q1 		$883K Buy
2,154
+1,154
+115% +$470K 0.02% 270
2021
Q4 		$472K Buy
+1,000
New +$457K 0.01% 334
2021
Q3 		– Sell
-885
Closed -$363K – 419
2021
Q2 		$363K Buy
885
+13
+1% +$5K 0.01% 336
2021
Q1 		$308K Buy
872
+25
+3% +$8.32K 0.01% 330
2020
Q4 		$278K Sell
847
-23
-3% -$7.76K 0.01% 334
2020
Q3 		$314K Buy
870
+2
+0.2% +$706 0.02% 288
2020
Q2 		$286K Sell
868
-162
-16% -$48.7K 0.02% 299
2020
Q1 		$252K Buy
1,030
+43
+4% +$11.8K 0.02% 293
2019
Q4 		$270K Buy
+987
New +$256K 0.02% 314

Other funds holding SPGI

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
PAM
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sequoia Financial Advisors's SPGI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its S&P Global (SPGI) stake by 9.6% in Q2 2026, buying an estimated $329K and bringing the position to 8,864 shares worth $3.61M. The position accounts for 0.02% of the portfolio, ranked #421.

Sequoia Financial Advisors first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.99M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sequoia Financial Advisors held 8,864 shares of S&P Global worth $3.61M as of Q2 2026.
  • Sequoia Financial Advisors bought 778 S&P Global shares in Q2 2026, an estimated $329K.
  • S&P Global made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #421 holding.
  • Sequoia Financial Advisors first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • Sequoia Financial Advisors's S&P Global position peaked at $4.99M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.