VisionPoint Advisory Group
SPGI icon

VisionPoint Advisory Group’s S&P Global SPGI Stock Holding History

VisionPoint Advisory Group’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 		$385K Buy
975
+40
+4% +$16.9K 0.06% 291
2026
Q2 		$381K Buy
935
+93
+11% +$39.3K 0.06% 308
2026
Q1 		$358K Sell
842
-71
-8% -$33K 0.07% 282
2025
Q4 		$477K Sell
913
-215
-19% -$106K 0.09% 218
2025
Q3 		$549K Buy
1,128
+70
+7% +$37.5K 0.11% 190
2025
Q2 		$558K Buy
1,058
+440
+71% +$220K 0.12% 175
2025
Q1 		$314K Buy
618
+72
+13% +$36.8K 0.11% 165
2024
Q4 		$271K Sell
546
-7
-1% -$3.55K 0.09% 155
2024
Q3 		$286K Sell
553
-3
-0.5% -$1.48K 0.1% 147
2024
Q2 		$248K Sell
556
-41
-7% -$17.6K 0.09% 148
2024
Q1 		$254K Sell
597
-14
-2% -$6.07K 0.09% 152
2023
Q4 		$269K Buy
611
+13
+2% +$5.13K 0.1% 136
2023
Q3 		$219K Sell
598
-60
-9% -$23.6K 0.09% 138
2023
Q2 		$264K Buy
+658
New +$240K 0.11% 119

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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 $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

VisionPoint Advisory Group's SPGI Position: Q3 2026 in Review

VisionPoint Advisory Group increased its S&P Global (SPGI) stake by 4.3% in Q3 2026, buying an estimated $16.9K and bringing the position to 975 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #291.

VisionPoint Advisory Group first reported a position in SPGI in Q2 2023 and has held it in 14 quarters since. The position peaked at $558K in Q2 2025. 412 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • VisionPoint Advisory Group held 975 shares of S&P Global worth $385K as of Q3 2026.
  • VisionPoint Advisory Group bought 40 S&P Global shares in Q3 2026, an estimated $16.9K.
  • S&P Global made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #291 holding.
  • VisionPoint Advisory Group first reported a position in S&P Global in Q2 2023 and has held it in 14 quarters since.
  • VisionPoint Advisory Group's S&P Global position peaked at $558K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.