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Wedmont Private Capital’s S&P Global SPGI Stock Holding History

Wedmont Private Capital’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 		$2.08M Buy
5,164
+1,220
+31% +$516K 0.05% 201
2026
Q2 		$1.7M Sell
3,944
-439
-10% -$185K 0.05% 221
2026
Q1 		$1.92M Sell
4,383
-743
-14% -$345K 0.06% 170
2025
Q4 		$2.76M Buy
5,126
+109
+2% +$53.9K 0.1% 131
2025
Q3 		$2.41M Buy
5,017
+15
+0.3% +$8.03K 0.09% 132
2025
Q2 		$2.64M Buy
5,002
+244
+5% +$122K 0.11% 109
2025
Q1 		$2.21M Buy
4,758
+239
+5% +$122K 0.11% 104
2024
Q4 		$2.18M Buy
4,519
+332
+8% +$168K 0.12% 103
2024
Q3 		$2.12M Buy
4,187
+565
+16% +$280K 0.12% 98
2024
Q2 		$1.73M Buy
3,622
+470
+15% +$202K 0.11% 110
2024
Q1 		$1.37M Buy
3,152
+83
+3% +$36K 0.1% 133
2023
Q4 		$1.33M Buy
3,069
+168
+6% +$66.3K 0.11% 122
2023
Q3 		$1.06M Buy
2,901
+496
+21% +$195K 0.11% 117
2023
Q2 		$1M Buy
2,405
+354
+17% +$129K 0.11% 125
2023
Q1 		$695K Sell
2,051
-2
-0.1% -$704 0.09% 162
2022
Q4 		$714K Buy
2,053
+620
+43% +$204K 0.11% 146
2022
Q3 		$438K Buy
1,433
+269
+23% +$96.2K 0.09% 178
2022
Q2 		$392K Buy
1,164
+318
+38% +$113K 0.08% 173
2022
Q1 		$350K Buy
846
+294
+53% +$120K 0.08% 204
2021
Q4 		$241K Buy
+552
New +$253K 0.07% 206

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wedmont Private Capital's SPGI Position: Q3 2026 in Review

Wedmont Private Capital increased its S&P Global (SPGI) stake by 31% in Q3 2026, buying an estimated $516K and bringing the position to 5,164 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #201.

Wedmont Private Capital first reported a position in SPGI in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.76M in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Wedmont Private Capital held 5,164 shares of S&P Global worth $2.08M as of Q3 2026.
  • Wedmont Private Capital bought 1,220 S&P Global shares in Q3 2026, an estimated $516K.
  • S&P Global made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #201 holding.
  • Wedmont Private Capital first reported a position in S&P Global in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's S&P Global position peaked at $2.76M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.