Values First Advisors’s S&P Global SPGI Stock Holding History

Values First 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	$282K	Sell	714 -309	-30%	-$131K	0.13%	152
2026 Q2	$417K	Sell	1,023 -457	-31%	-$193K	0.19%	126
2026 Q1	$629K	Sell	1,480 -733	-33%	-$340K	0.33%	87
2025 Q4	$1.16M	Buy	2,213 +317	+17%	+$157K	0.6%	55
2025 Q3	$923K	Sell	1,896 -27	-1%	-$14.5K	0.49%	61
2025 Q2	$1.01M	Sell	1,923 -21	-1%	-$10.5K	0.55%	52
2025 Q1	$986K	Sell	1,944 -178	-8%	-$91K	0.58%	49
2024 Q4	$1.06M	Buy	2,122 +1,465	+223%	+$743K	0.58%	50
2024 Q3	$339K	Buy	657 +2	+0.3%	+$990	0.18%	116
2024 Q2	$292K	Sell	655 -47	-7%	-$20.2K	0.18%	128
2024 Q1	$299K	Buy	702 +172	+32%	+$74.6K	0.18%	133
2023 Q4	$233K	Buy	+530	New	+$209K	0.14%	137
2023 Q1	–	Hold	0	–	–	–	356

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

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Values First Advisors's SPGI Position: Q3 2026 in Review

Values First Advisors reduced its S&P Global (SPGI) stake by 30% in Q3 2026, selling an estimated $131K and leaving 714 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #152.

Values First Advisors first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2025. 673 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Values First Advisors held 714 shares of S&P Global worth $282K as of Q3 2026.
Values First Advisors sold 309 S&P Global shares in Q3 2026, an estimated $131K.
S&P Global made up 0.13% of Values First Advisors's portfolio in Q3 2026, its #152 holding.
Values First Advisors first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
Values First Advisors's S&P Global position peaked at $1.16M in Q4 2025.
673 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.