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James T. Borello RIA’s S&P Global SPGI Stock Holding History

James T. Borello RIA’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 		$36.3K Sell
92
-2
-2% -$846 0.01% 293
2026
Q2 		$38.3K Buy
94
+33
+54% +$13.9K 0.01% 276
2026
Q1 		$25.9K Sell
61
-7
-10% -$3.25K 0.01% 320
2025
Q4 		$35.5K Buy
68
+55
+423% +$27.2K 0.01% 203
2025
Q3 		$6.33K Buy
+13
New +$6.96K ﹤0.01% 397

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

James T. Borello RIA's SPGI Position: Q3 2026 in Review

James T. Borello RIA reduced its S&P Global (SPGI) stake by 2.1% in Q3 2026, selling an estimated $846 and leaving 92 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #293.

James T. Borello RIA first reported a position in SPGI in Q3 2025 and has held it in 5 quarters since. The position peaked at $38.3K in Q2 2026. 362 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • James T. Borello RIA held 92 shares of S&P Global worth $36.3K as of Q3 2026.
  • James T. Borello RIA sold 2 S&P Global shares in Q3 2026, an estimated $846.
  • S&P Global made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #293 holding.
  • James T. Borello RIA first reported a position in S&P Global in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's S&P Global position peaked at $38.3K in Q2 2026.
  • 362 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.