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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
899
Value
$366.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPGI by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026899$366.2K<0.1%−69−7.1%ReducedHolders
Q1 2026968$411.6K<0.1%−260−21.2%ReducedHolders
Q4 20251,228$641.9K<0.1%−709−36.6%ReducedHolders
Q3 20251,937$942.7K<0.1%−4,263−68.8%ReducedHolders
Q2 20256,200$3.27M0.1%−3,448−35.7%ReducedHolders
Q1 20259,648$4.90M0.2%+433+4.7%AddedHolders
Q4 20249,215$4.59M0.2%+1,045+12.8%AddedHolders
Q3 20248,170$4.22M0.2%+926+12.8%AddedHolders
Q2 20247,244$3.23M0.1%+508+7.5%AddedHolders
Q1 20246,736$2.87M0.1%+492+7.9%AddedHolders
Q4 20236,244$2.75M0.1%−2,566−29.1%ReducedHolders
Q3 20238,810$3.22M0.2%+428+5.1%AddedHolders
Q2 20238,382$3.36M0.1%+71+0.9%AddedHolders
Q1 20238,311$2.87M0.1%+761+10.1%AddedHolders
Q4 20227,550$2.53M0.1%−491−6.1%ReducedHolders
Q3 20228,041$2.46M0.1%−1,491−15.6%ReducedHolders
Q2 20229,532$3.21M0.1%−570−5.6%ReducedHolders
Q1 202210,102$4.14M0.1%+1,346+15.4%AddedHolders
Q4 20218,756$4.13M0.1%+636+7.8%AddedHolders
Q3 20218,120$3.45M0.1%+900+12.5%AddedHolders
Q2 20217,220$2.96M0.1%−737−9.3%ReducedHolders
Q1 20217,957$2.81M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.