TBFA
SPGI icon

Three Bearings Fiduciary Advisors’s S&P Global SPGI Stock Holding History

Three Bearings Fiduciary 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 		$1.63K Hold
4
– – ﹤0.01% 230
2026
Q1 		$1.7K Sell
4
-5
-56% -$2.32K ﹤0.01% 229
2025
Q4 		$4.75K Buy
+9
New +$4.45K ﹤0.01% 170

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

Three Bearings Fiduciary Advisors's SPGI Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 4 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Three Bearings Fiduciary Advisors first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.75K in Q4 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 4 shares of S&P Global worth $1.63K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #230 holding.
  • Three Bearings Fiduciary Advisors first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's S&P Global position peaked at $4.75K in Q4 2025.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.