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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$553K Buy
1,402
+401
+40% +$170K 0.07% 165
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

Third View Private Wealth's SPGI Position: Q3 2026 in Review

Third View Private Wealth increased its S&P Global (SPGI) stake by 40% in Q3 2026, buying an estimated $170K and bringing the position to 1,402 shares worth $553K. The position accounts for 0.07% of the portfolio, ranked #165.

Third View Private Wealth first reported a position in SPGI in Q4 2025 and has held it in 4 quarters since. 1,075 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Third View Private Wealth held 1,402 shares of S&P Global worth $553K as of Q3 2026.
  • Third View Private Wealth bought 401 S&P Global shares in Q3 2026, an estimated $170K.
  • S&P Global made up 0.07% of Third View Private Wealth's portfolio in Q3 2026, its #165 holding.
  • Third View Private Wealth first reported a position in S&P Global in Q4 2025 and has held it in 4 quarters since.
  • 1,075 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.