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BOLTON SECURITIES CORPORATION’s S&P Global SPGI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$174K Sell
441
-346
-44% -$146K 0.01% 930
2026
Q2 		$321K Buy
787
+389
+98% +$164K 0.01% 743
2026
Q1 		$169K Buy
+398
New +$185K 0.01% 854
2025
Q3 		$192K Buy
+394
New +$211K 0.01% 758
2025
Q1 		$212K Buy
+417
New +$213K 0.01% 682

Other funds holding SPGI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPGI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its S&P Global (SPGI) stake by 44% in Q3 2026, selling an estimated $146K and leaving 441 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #930.

BOLTON SECURITIES CORPORATION first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2026. 1,432 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 441 shares of S&P Global worth $174K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 346 S&P Global shares in Q3 2026, an estimated $146K.
  • S&P Global made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #930 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's S&P Global position peaked at $321K in Q2 2026.
  • 1,432 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.