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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
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

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Tenon Financial's SPGI Position: Q2 2026 in Review

Tenon Financial sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 534 shares — an estimated $227K sold.

Tenon Financial first reported a position in SPGI in Q1 2024 and held it in 9 quarters. The position peaked at $485K in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Tenon Financial reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Tenon Financial sold 534 S&P Global shares in Q2 2026, an estimated $227K.
  • Tenon Financial first reported a position in S&P Global in Q1 2024 and held it in 9 quarters.
  • Tenon Financial's S&P Global position peaked at $485K in Q4 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.