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YHB Investment Advisors’s S&P Global SPGI Stock Holding History

YHB Investment Advisors’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 		$5.05M Buy
12,790
+9,631
+305% +$4.08M 0.32% 79
2026
Q2 		$1.29M Buy
3,159
+1,903
+152% +$804K 0.08% 154
2026
Q1 		$534K Buy
+1,256
New +$583K 0.04% 209

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

YHB Investment Advisors's SPGI Position: Q3 2026 in Review

YHB Investment Advisors increased its S&P Global (SPGI) stake by 305% in Q3 2026, buying an estimated $4.08M and bringing the position to 12,790 shares worth $5.05M. The position accounts for 0.32% of the portfolio, ranked #79.

YHB Investment Advisors first reported a position in SPGI in Q1 2026 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • YHB Investment Advisors held 12,790 shares of S&P Global worth $5.05M as of Q3 2026.
  • YHB Investment Advisors bought 9,631 S&P Global shares in Q3 2026, an estimated $4.08M.
  • S&P Global made up 0.32% of YHB Investment Advisors's portfolio in Q3 2026, its #79 holding.
  • YHB Investment Advisors first reported a position in S&P Global in Q1 2026 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.