VAG
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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
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% -$1.49K 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 $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

VisionPoint Advisory Group's SPGI Position: Q2 2026 in Review

VisionPoint Advisory Group increased its S&P Global (SPGI) stake by 11% in Q2 2026, buying an estimated $39.3K and bringing the position to 935 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #308.

VisionPoint Advisory Group first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $558K in Q2 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • VisionPoint Advisory Group held 935 shares of S&P Global worth $381K as of Q2 2026.
  • VisionPoint Advisory Group bought 93 S&P Global shares in Q2 2026, an estimated $39.3K.
  • S&P Global made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #308 holding.
  • VisionPoint Advisory Group first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
  • VisionPoint Advisory Group's S&P Global position peaked at $558K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.