Evelyn Partners Group Ltd’s S&P Global SPGI Stock Holding History

Evelyn Partners Group Ltd’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	$18.4M	Buy	+47,639	New	+$20.1M	0.04%	63

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Evelyn Partners Group Ltd's SPGI Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in S&P Global (SPGI) in Q2 2026: 47,639 shares worth $18.4M. The stake represents 0.04% of the portfolio and ranks #63 among its holdings.

1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Evelyn Partners Group Ltd held 47,639 shares of S&P Global worth $18.4M as of Q2 2026.
S&P Global was a new Evelyn Partners Group Ltd position in Q2 2026.
S&P Global made up 0.04% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #63 holding.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.