Tenon Financial’s S&P Global SPGI Stock Holding History

Tenon Financial’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	$237K	Buy	+600	New	+$254K	0.07%	63
2026 Q2	–	Sell	-534	Closed	-$227K	–	64
2026 Q1	$227K	Sell	534 -394	-42%	-$183K	0.09%	53
2025 Q4	$485K	Hold	928	–	–	0.2%	30
2025 Q3	$452K	Hold	928	–	–	0.23%	29
2025 Q2	$472K	Hold	928	–	–	0.21%	27
2025 Q1	$472K	Hold	928	–	–	0.29%	26
2024 Q4	$460K	Hold	928	–	–	0.3%	27
2024 Q3	$479K	Hold	928	–	–	0.32%	25
2024 Q2	$414K	Hold	928	–	–	0.32%	23
2024 Q1	$395K	Buy	+928	New	+$402K	0.33%	24

Other funds holding SPGI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Tenon Financial's SPGI Position: Q3 2026 in Review

Tenon Financial opened a new position in S&P Global (SPGI) in Q3 2026: 600 shares worth $237K. The stake represents 0.07% of the portfolio and ranks #63 among its holdings. This is a return to the name: Tenon Financial previously reported a position in SPGI as recently as Q1 2026.

Tenon Financial first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $485K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Tenon Financial held 600 shares of S&P Global worth $237K as of Q3 2026.
S&P Global was a new Tenon Financial position in Q3 2026.
S&P Global made up 0.07% of Tenon Financial's portfolio in Q3 2026, its #63 holding.
Tenon Financial first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
Tenon Financial's S&P Global position peaked at $485K in Q4 2025.
1,075 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Tenon Financial's 13F filing for Q3 2026, filed 14 Oct 2026.