Teamwork Financial Advisors’s S&P Global SPGI Stock Holding History

Teamwork Financial 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	–	Sell	-656	Closed	-$279K	–	235
2026 Q1	$279K	Sell	656 -28,832	-98%	-$13.4M	0.03%	186
2025 Q4	$15.4M	Buy	29,488 +4,669	+19%	+$2.31M	1.56%	18
2025 Q3	$12.1M	Buy	24,819 +17,812	+254%	+$9.54M	1.24%	38
2025 Q2	$3.7M	Sell	7,007 -163	-2%	-$81.3K	0.43%	45
2025 Q1	$3.64M	Sell	7,170 -65	-0.9%	-$33.2K	0.49%	38
2024 Q4	$3.6M	Buy	7,235 +1,269	+21%	+$644K	0.47%	39
2024 Q3	$3.08M	Buy	+5,966	New	+$2.95M	0.43%	44

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Teamwork Financial Advisors's SPGI Position: Q2 2026 in Review

Teamwork Financial Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 656 shares — an estimated $279K sold.

Teamwork Financial Advisors first reported a position in SPGI in Q3 2024 and held it in 7 quarters. The position peaked at $15.4M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Teamwork Financial Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Teamwork Financial Advisors sold 656 S&P Global shares in Q2 2026, an estimated $279K.
Teamwork Financial Advisors first reported a position in S&P Global in Q3 2024 and held it in 7 quarters.
Teamwork Financial Advisors's S&P Global position peaked at $15.4M in Q4 2025.
303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.