Stevens Capital Partners’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$972K Buy
2,464
+127
+5% +$53.7K 0.17% 79
2026
Q2
$952K Buy
2,337
+70
+3% +$29.6K 0.18% 75
2026
Q1
$964K Sell
2,267
-6
-0.3% -$2.79K 0.23% 67
2025
Q4
$1.19M Buy
2,273
+48
+2% +$23.8K 0.31% 52
2025
Q3
$1.08M Buy
+2,225
New +$1.19M 0.32% 49

Other funds holding SPGI

Stevens Capital Partners's SPGI Position: Q3 2026 in Review

Stevens Capital Partners increased its S&P Global (SPGI) stake by 5.4% in Q3 2026, buying an estimated $53.7K and bringing the position to 2,464 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #79.

Stevens Capital Partners first reported a position in SPGI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2025. 1,134 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Stevens Capital Partners held 2,464 shares of S&P Global worth $972K as of Q3 2026.
  • Stevens Capital Partners bought 127 S&P Global shares in Q3 2026, an estimated $53.7K.
  • S&P Global made up 0.17% of Stevens Capital Partners's portfolio in Q3 2026, its #79 holding.
  • Stevens Capital Partners first reported a position in S&P Global in Q3 2025 and has held it in 5 quarters since.
  • Stevens Capital Partners's S&P Global position peaked at $1.19M in Q4 2025.
  • 1,134 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.