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ZWJ Investment Counsel’s S&P Global SPGI Stock Holding History

ZWJ Investment Counsel’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 		$10.5M Buy
+25,902
New +$10.9M 0.34% 58
2018
Q1 		– Sell
-5,961
Closed -$1.01M – 257
2017
Q4 		$1.01M Buy
5,961
+940
+19% +$153K 0.08% 109
2017
Q3 		$785K Buy
5,021
+1,321
+36% +$201K 0.06% 121
2017
Q2 		$540K Buy
3,700
+300
+9% +$41.7K 0.04% 157
2017
Q1 		$445K Buy
+3,400
New +$423K 0.04% 186

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

ZWJ Investment Counsel's SPGI Position: Q2 2026 in Review

ZWJ Investment Counsel opened a new position in S&P Global (SPGI) in Q2 2026: 25,902 shares worth $10.5M. The stake represents 0.34% of the portfolio and ranks #58 among its holdings. This is a return to the name: ZWJ Investment Counsel previously reported a position in SPGI as recently as Q4 2017.

ZWJ Investment Counsel first reported a position in SPGI in Q1 2017 and has held it in 5 quarters since. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • ZWJ Investment Counsel held 25,902 shares of S&P Global worth $10.5M as of Q2 2026.
  • S&P Global was a new ZWJ Investment Counsel position in Q2 2026.
  • S&P Global made up 0.34% of ZWJ Investment Counsel's portfolio in Q2 2026, its #58 holding.
  • ZWJ Investment Counsel first reported a position in S&P Global in Q1 2017 and has held it in 5 quarters since.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.