SRS
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Strong Retirement Solutions’s S&P Global SPGI Stock Holding History

Strong Retirement Solutions’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 		$1.21M Buy
3,063
+225
+8% +$95.2K 0.68% 49
2026
Q2 		$1.16M Buy
2,838
+301
+12% +$127K 0.69% 44
2026
Q1 		$1.08M Buy
2,537
+790
+45% +$367K 0.76% 42
2025
Q4 		$913K Buy
+1,747
New +$864K 0.62% 51

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Strong Retirement Solutions's SPGI Position: Q3 2026 in Review

Strong Retirement Solutions increased its S&P Global (SPGI) stake by 7.9% in Q3 2026, buying an estimated $95.2K and bringing the position to 3,063 shares worth $1.21M. The position accounts for 0.68% of the portfolio, ranked #49.

Strong Retirement Solutions first reported a position in SPGI in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Strong Retirement Solutions held 3,063 shares of S&P Global worth $1.21M as of Q3 2026.
  • Strong Retirement Solutions bought 225 S&P Global shares in Q3 2026, an estimated $95.2K.
  • S&P Global made up 0.68% of Strong Retirement Solutions's portfolio in Q3 2026, its #49 holding.
  • Strong Retirement Solutions first reported a position in S&P Global in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.