Silver Oak Securities
SPGI icon

Silver Oak Securities’s S&P Global SPGI Stock Holding History

Silver Oak Securities’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 		$1.25M Buy
+2,664
New +$1.13M 0.09% 246

Other funds holding SPGI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Silver Oak Securities's SPGI Position: Q3 2026 in Review

Silver Oak Securities opened a new position in S&P Global (SPGI) in Q3 2026: 2,664 shares worth $1.25M. The stake represents 0.09% of the portfolio and ranks #246 among its holdings.

1,472 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Silver Oak Securities held 2,664 shares of S&P Global worth $1.25M as of Q3 2026.
  • S&P Global was a new Silver Oak Securities position in Q3 2026.
  • S&P Global made up 0.09% of Silver Oak Securities's portfolio in Q3 2026, its #246 holding.
  • 1,472 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.