SFM LLC’s S&P Global SPGI Stock Holding History

SFM LLC’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	$219K	Sell	554 -732	-57%	-$310K	0.11%	67
2026 Q2	$524K	Sell	1,286 -282	-18%	-$119K	0.27%	46
2026 Q1	$667K	Buy	1,568 +5	+0.3%	+$2.32K	0.4%	41
2025 Q4	$817K	Buy	1,563 +8	+0.5%	+$3.96K	0.48%	39
2025 Q3	$757K	Sell	1,555 -12	-0.8%	-$6.43K	0.44%	39
2025 Q2	$826K	Sell	1,567 -66	-4%	-$32.9K	0.53%	39
2025 Q1	$830K	Buy	1,633 +332	+26%	+$170K	0.61%	38
2024 Q4	$648K	Buy	1,301 +26	+2%	+$13.2K	0.46%	42
2024 Q3	$658K	Buy	1,275 +4	+0.3%	+$1.98K	0.49%	41
2024 Q2	$567K	Buy	1,271 +22	+2%	+$9.44K	0.43%	41
2024 Q1	$531K	Sell	1,249 -69	-5%	-$29.9K	0.41%	42
2023 Q4	$581K	Buy	+1,318	New	+$520K	0.48%	37

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

SFM LLC's SPGI Position: Q3 2026 in Review

SFM LLC reduced its S&P Global (SPGI) stake by 57% in Q3 2026, selling an estimated $310K and leaving 554 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #67.

SFM LLC first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $830K in Q1 2025. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

SFM LLC held 554 shares of S&P Global worth $219K as of Q3 2026.
SFM LLC sold 732 S&P Global shares in Q3 2026, an estimated $310K.
S&P Global made up 0.11% of SFM LLC's portfolio in Q3 2026, its #67 holding.
SFM LLC first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
SFM LLC's S&P Global position peaked at $830K in Q1 2025.
501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.