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Tilia Fiduciary Partners’s S&P Global SPGI Stock Holding History

Tilia Fiduciary Partners’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 		$308K Sell
782
-61
-7% -$25.8K 0.14% 91
2026
Q2 		$343K Buy
843
+2
+0.2% +$845 0.16% 96
2026
Q1 		$358K Sell
841
-20
-2% -$9.29K 0.2% 89
2025
Q4 		$450K Sell
861
-36
-4% -$17.8K 0.25% 78
2025
Q3 		$436K Sell
897
-170
-16% -$91K 0.25% 78
2025
Q2 		$563K Buy
1,067
+12
+1% +$5.99K 0.34% 74
2025
Q1 		$536K Sell
1,055
-101
-9% -$51.6K 0.36% 73
2024
Q4 		$576K Sell
1,156
-17
-1% -$8.63K 0.39% 64
2024
Q3 		$606K Sell
1,173
-1
-0.1% -$495 0.42% 62
2024
Q2 		$524K Buy
1,174
+2
+0.2% +$858 0.41% 64
2024
Q1 		$498K Buy
1,172
+3
+0.3% +$1.3K 0.4% 66
2023
Q4 		$515K Sell
1,169
-22
-2% -$8.68K 0.48% 64
2023
Q3 		$435K Sell
1,191
-1
-0.1% -$393 0.45% 65
2023
Q2 		$478K Sell
1,192
-52
-4% -$19K 0.43% 62
2023
Q1 		$429K Buy
1,244
+5
+0.4% +$1.76K 0.41% 67
2022
Q4 		$415K Buy
1,239
+15
+1% +$4.94K 0.4% 73
2022
Q3 		$361K Sell
1,224
-130
-10% -$46.5K 0.36% 76
2022
Q2 		$468K Sell
1,354
-23
-2% -$8.2K 0.45% 64
2022
Q1 		$565K Sell
1,377
-6
-0.4% -$2.44K 0.48% 62
2021
Q4 		$653K Buy
+1,383
New +$633K 0.52% 60

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FAS
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Tilia Fiduciary Partners's SPGI Position: Q3 2026 in Review

Tilia Fiduciary Partners reduced its S&P Global (SPGI) stake by 7.2% in Q3 2026, selling an estimated $25.8K and leaving 782 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #91.

Tilia Fiduciary Partners first reported a position in SPGI in Q4 2021 and has held it in 20 quarters since. The position peaked at $653K in Q4 2021. 266 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Tilia Fiduciary Partners held 782 shares of S&P Global worth $308K as of Q3 2026.
  • Tilia Fiduciary Partners sold 61 S&P Global shares in Q3 2026, an estimated $25.8K.
  • S&P Global made up 0.14% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #91 holding.
  • Tilia Fiduciary Partners first reported a position in S&P Global in Q4 2021 and has held it in 20 quarters since.
  • Tilia Fiduciary Partners's S&P Global position peaked at $653K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.