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Values First Advisors, Inc.

SEC CIK
0001913608
Latest filing
Aug 4, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Values First Advisors, Inc., 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)
1,023
Value
$416.6K
% of portfolio
0.2%
Quarters held
12
Since Q1 2023
Holdings of SPGI by Values First Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,023$416.6K0.2%−457−30.9%ReducedHolders
Q1 20261,480$629.4K0.3%−733−33.1%ReducedHolders
Q4 20252,213$1.16M0.6%+317+16.7%AddedHolders
Q3 20251,896$922.9K0.5%−27−1.4%ReducedHolders
Q2 20251,923$1.01M0.6%−21−1.1%ReducedHolders
Q1 20251,944$986.4K0.6%−178−8.4%ReducedHolders
Q4 20242,122$1.06M0.6%+1,465+223.0%AddedHolders
Q3 2024657$339.3K0.2%+2+0.3%AddedHolders
Q2 2024655$292.2K0.2%−47−6.7%ReducedHolders
Q1 2024702$298.6K0.2%+172+32.5%AddedHolders
Q4 2023530$233.4K0.1%+530NewHolders
Q2 20230$00.0%0Sold outHolders
Q1 20230$32<0.1%0NewHolders