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Stonegate Investment Group’s S&P Global SPGI Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$663K Sell
1,362
-24
-2% -$12.9K 0.02% 217
2025
Q2 		$731K Sell
1,386
-35
-2% -$17.5K 0.02% 197
2025
Q1 		$722K Sell
1,421
-50
-3% -$25.5K 0.02% 184
2024
Q4 		$733K Sell
1,471
-57
-4% -$28.9K 0.02% 176
2024
Q3 		$790K Sell
1,528
-138
-8% -$68.3K 0.02% 185
2024
Q2 		$743K Buy
1,666
+186
+13% +$79.8K 0.02% 189
2024
Q1 		$630K Sell
1,480
-174
-11% -$75.4K 0.02% 195
2023
Q4 		$729K Buy
1,654
+144
+10% +$56.8K 0.02% 180
2023
Q3 		$552K Sell
1,510
-59
-4% -$23.2K 0.02% 195
2023
Q2 		$629K Buy
1,569
+20
+1% +$7.31K 0.02% 193
2023
Q1 		$534K Sell
1,549
-40
-3% -$14.1K 0.02% 201
2022
Q4 		$532K Buy
1,589
+23
+1% +$7.58K 0.02% 198
2022
Q3 		$478K Buy
1,566
+364
+30% +$130K 0.02% 186
2022
Q2 		$405K Buy
1,202
+265
+28% +$94.5K 0.02% 203
2022
Q1 		$384K Buy
937
+310
+49% +$126K 0.01% 184
2021
Q4 		$296K Buy
+627
New +$287K 0.01% 216

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonegate Investment Group's SPGI Position: Q3 2025 in Review

Stonegate Investment Group reduced its S&P Global (SPGI) stake by 1.7% in Q3 2025, selling an estimated $12.9K and leaving 1,362 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #217.

Stonegate Investment Group first reported a position in SPGI in Q4 2021 and has held it in 16 quarters since. The position peaked at $790K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Stonegate Investment Group held 1,362 shares of S&P Global worth $663K as of Q3 2025.
  • Stonegate Investment Group sold 24 S&P Global shares in Q3 2025, an estimated $12.9K.
  • S&P Global made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #217 holding.
  • Stonegate Investment Group first reported a position in S&P Global in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's S&P Global position peaked at $790K in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.