Trifecta Capital Advisors’s S&P Global SPGI Stock Holding History

Trifecta Capital 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 Q3	$55.2K	Buy	140 +139	+13,900%	+$58.8K	0.01%	176
2026 Q2	$408	Buy	+1	New	+$422	﹤0.01%	429
2025 Q4	–	Sell	-12	Closed	-$5.84K	–	421
2025 Q3	$5.84K	Hold	12	–	–	﹤0.01%	262
2025 Q2	$6.33K	Hold	12	–	–	﹤0.01%	255
2025 Q1	$6.1K	Hold	12	–	–	﹤0.01%	234
2024 Q4	$5.98K	Hold	12	–	–	﹤0.01%	225
2024 Q3	$6.2K	Hold	12	–	–	﹤0.01%	233
2024 Q2	$5.35K	Hold	12	–	–	﹤0.01%	238
2024 Q1	$5.11K	Hold	12	–	–	﹤0.01%	229
2023 Q4	$5.29K	Hold	12	–	–	﹤0.01%	247
2023 Q3	$4.38K	Hold	12	–	–	﹤0.01%	244
2023 Q2	$4.81K	Hold	12	–	–	﹤0.01%	229
2023 Q1	$4.14K	Hold	12	–	–	﹤0.01%	230
2022 Q4	$4.02K	Buy	+12	New	+$3.96K	﹤0.01%	232

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Trifecta Capital Advisors's SPGI Position: Q3 2026 in Review

Trifecta Capital Advisors increased its S&P Global (SPGI) stake by 13,900% in Q3 2026, buying an estimated $58.8K and bringing the position to 140 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #176.

Trifecta Capital Advisors first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. 934 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Trifecta Capital Advisors held 140 shares of S&P Global worth $55.2K as of Q3 2026.
Trifecta Capital Advisors bought 139 S&P Global shares in Q3 2026, an estimated $58.8K.
S&P Global made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #176 holding.
Trifecta Capital Advisors first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
934 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.