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Stokes Capital Advisors’s S&P Global SPGI Stock Holding History

Stokes Capital 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 		$363K Buy
892
+147
+20% +$62.1K 0.08% 90
2026
Q1 		$317K Buy
745
+272
+58% +$126K 0.07% 78
2025
Q4 		$247K Sell
473
-448
-49% -$222K 0.06% 72
2025
Q3 		$448K Buy
921
+125
+16% +$66.9K 0.1% 63
2025
Q2 		$420K Sell
796
-414
-34% -$207K 0.1% 61
2025
Q1 		$615K Buy
+1,210
New +$618K 0.16% 62

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Stokes Capital Advisors's SPGI Position: Q2 2026 in Review

Stokes Capital Advisors increased its S&P Global (SPGI) stake by 20% in Q2 2026, buying an estimated $62.1K and bringing the position to 892 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #90.

Stokes Capital Advisors first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $615K in Q1 2025. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Stokes Capital Advisors held 892 shares of S&P Global worth $363K as of Q2 2026.
  • Stokes Capital Advisors bought 147 S&P Global shares in Q2 2026, an estimated $62.1K.
  • S&P Global made up 0.08% of Stokes Capital Advisors's portfolio in Q2 2026, its #90 holding.
  • Stokes Capital Advisors first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Stokes Capital Advisors's S&P Global position peaked at $615K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.