Shepherd Financial Partners
SPGI icon

Shepherd Financial Partners’s S&P Global SPGI Stock Holding History

Shepherd Financial 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
Q3 		$909K Buy
2,305
+6
+0.3% +$2.54K 0.07% 125
2026
Q2 		$936K Sell
2,299
-36
-2% -$15.2K 0.08% 121
2026
Q1 		$993K Sell
2,335
-67
-3% -$31.1K 0.09% 112
2025
Q4 		$1.26M Sell
2,402
-20
-0.8% -$9.9K 0.12% 105
2025
Q3 		$1.18M Sell
2,422
-3
-0.1% -$1.61K 0.11% 110
2025
Q2 		$1.28M Buy
2,425
+17
+0.7% +$8.48K 0.14% 100
2025
Q1 		$1.22M Buy
2,408
+104
+5% +$53.1K 0.14% 96
2024
Q4 		$1.15M Buy
2,304
+37
+2% +$18.8K 0.14% 92
2024
Q3 		$1.17M Sell
2,267
-104
-4% -$51.5K 0.14% 90
2024
Q2 		$1.06M Sell
2,371
-6
-0.3% -$2.57K 0.14% 95
2024
Q1 		$1.01M Buy
2,377
+134
+6% +$58.1K 0.13% 98
2023
Q4 		$988K Sell
2,243
-5
-0.2% -$1.97K 0.14% 98
2023
Q3 		$821K Buy
2,248
+53
+2% +$20.8K 0.13% 99
2023
Q2 		$880K Buy
2,195
+2
+0.1% +$731 0.14% 94
2023
Q1 		$756K Buy
2,193
+10
+0.5% +$3.52K 0.13% 103
2022
Q4 		$731K Sell
2,183
-74
-3% -$24.4K 0.13% 95
2022
Q3 		$689K Buy
2,257
+22
+1% +$7.87K 0.13% 97
2022
Q2 		$753K Sell
2,235
-968
-30% -$345K 0.15% 92
2022
Q1 		$1.31M Buy
+3,203
New +$1.3M 0.23% 74

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Shepherd Financial Partners's SPGI Position: Q3 2026 in Review

Shepherd Financial Partners increased its S&P Global (SPGI) stake by 0.26% in Q3 2026, buying an estimated $2.54K and bringing the position to 2,305 shares worth $909K. The position accounts for 0.07% of the portfolio, ranked #125.

Shepherd Financial Partners first reported a position in SPGI in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.31M in Q1 2022. 1,075 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Shepherd Financial Partners held 2,305 shares of S&P Global worth $909K as of Q3 2026.
  • Shepherd Financial Partners bought 6 S&P Global shares in Q3 2026, an estimated $2.54K.
  • S&P Global made up 0.07% of Shepherd Financial Partners's portfolio in Q3 2026, its #125 holding.
  • Shepherd Financial Partners first reported a position in S&P Global in Q1 2022 and has held it in 19 quarters since.
  • Shepherd Financial Partners's S&P Global position peaked at $1.31M in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.