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Third View Private Wealth’s S&P Global SPGI Stock Holding History

Third View Private Wealth’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 		$408K Buy
1,001
+167
+20% +$70.5K 0.05% 211
2026
Q1 		$355K Buy
834
+194
+30% +$90.1K 0.05% 205
2025
Q4 		$334K Buy
+640
New +$317K 0.05% 221

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Third View Private Wealth's SPGI Position: Q2 2026 in Review

Third View Private Wealth increased its S&P Global (SPGI) stake by 20% in Q2 2026, buying an estimated $70.5K and bringing the position to 1,001 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #211.

Third View Private Wealth first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Third View Private Wealth held 1,001 shares of S&P Global worth $408K as of Q2 2026.
  • Third View Private Wealth bought 167 S&P Global shares in Q2 2026, an estimated $70.5K.
  • S&P Global made up 0.05% of Third View Private Wealth's portfolio in Q2 2026, its #211 holding.
  • Third View Private Wealth first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.