Toth Financial Advisory’s S&P Global SPGI Stock Holding History

Toth Financial Advisory’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	$1.18K	Buy	+3	New	+$1.27K	﹤0.01%	910
2026 Q1	–	Sell	-9	Closed	-$4.7K	–	1017
2025 Q4	$4.7K	Buy	+9	New	+$4.45K	﹤0.01%	642
2024 Q2	–	Sell	-30	Closed	-$12.8K	–	786
2024 Q1	$12.8K	Sell	30 -9	-23%	-$3.9K	﹤0.01%	431
2023 Q4	$17.2K	Hold	39	–	–	﹤0.01%	408
2023 Q3	$14.3K	Sell	39 -491	-93%	-$193K	﹤0.01%	411
2023 Q2	$212K	Buy	530 +487	+1,133%	+$178K	0.03%	191
2023 Q1	$14.8K	Buy	43 +13	+43%	+$4.58K	﹤0.01%	414
2022 Q4	$10K	Hold	30	–	–	﹤0.01%	443
2022 Q3	$9K	Hold	30	–	–	﹤0.01%	479
2022 Q2	$10K	Hold	30	–	–	﹤0.01%	442
2022 Q1	$12K	Hold	30	–	–	﹤0.01%	455
2021 Q4	$14K	Hold	30	–	–	﹤0.01%	448
2021 Q3	$13K	Buy	+30	New	+$13K	﹤0.01%	451

Other funds holding SPGI

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Toth Financial Advisory's SPGI Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in S&P Global (SPGI) in Q3 2026: 3 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SPGI as recently as Q4 2025.

Toth Financial Advisory first reported a position in SPGI in Q3 2021 and has held it in 13 quarters since. The position peaked at $212K in Q2 2023. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Toth Financial Advisory held 3 shares of S&P Global worth $1.18K as of Q3 2026.
S&P Global was a new Toth Financial Advisory position in Q3 2026.
S&P Global made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #910 holding.
Toth Financial Advisory first reported a position in S&P Global in Q3 2021 and has held it in 13 quarters since.
Toth Financial Advisory's S&P Global position peaked at $212K in Q2 2023.
90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.