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CONFLUENCE INVESTMENT MANAGEMENT LLC → SPGI
CONFLUENCE INVESTMENT MANAGEMENT LLC SPGI Position History
S&P Global Inc. • Financial Services
Quarters held
10
Latest value
$154K
Q3 2026
Peak value
$73.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $70.4M |
| Q3 2025 | $144K |
| Q4 2025 | $73.1M |
| Q4 2025 | $185K |
| Q1 2026 | $57M |
| Q1 2026 | $159K |
| Q2 2026 | $57.5M |
| Q2 2026 | $171K |
| Q3 2026 | $51.7M |
| Q3 2026 | $154K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $154K | 390 | — | — |
| Q3 2026 | $51.7M | 131.1K | — | — |
| Q2 2026 | $171K | 421 | — | — |
| Q2 2026 | $57.5M | 141.2K | — | — |
| Q1 2026 | $159K | 373 | — | — |
| Q1 2026 | $57M | 133.9K | — | — |
| Q4 2025 | $185K | 354 | — | — |
| Q4 2025 | $73.1M | 139.8K | — | — |
| Q3 2025 | $144K | 297 | — | — |
| Q3 2025 | $70.4M | 144.6K | — | — |
Other funds holding SPGI
$15.1B
$14.4B
$14.2B
$13.3B
$7.5B
$7.4B
$7.2B
$7.2B