Signature Estate & Investment Advisors’s S&P Global SPGI Stock Holding History

Signature Estate & Investment 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	$292K	Sell	716 -31	-4%	-$13.1K	0.01%	551
2026 Q1	$318K	Buy	747 +28	+4%	+$13K	0.01%	525
2025 Q4	$376K	Sell	719 -10	-1%	-$4.95K	0.01%	453
2025 Q3	$355K	Sell	729 -224	-24%	-$120K	0.01%	453
2025 Q2	$503K	Buy	953 +8	+0.8%	+$3.99K	0.01%	357
2025 Q1	$480K	Buy	+945	New	+$483K	0.01%	346

Other funds holding SPGI

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Signature Estate & Investment Advisors's SPGI Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its S&P Global (SPGI) stake by 4.1% in Q2 2026, selling an estimated $13.1K and leaving 716 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #551.

Signature Estate & Investment Advisors first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $503K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Signature Estate & Investment Advisors held 716 shares of S&P Global worth $292K as of Q2 2026.
Signature Estate & Investment Advisors sold 31 S&P Global shares in Q2 2026, an estimated $13.1K.
S&P Global made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #551 holding.
Signature Estate & Investment Advisors first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
Signature Estate & Investment Advisors's S&P Global position peaked at $503K in Q2 2025.
1,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.