PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s S&P Global SPGI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$97.8K	Sell	239 -25	-9%	-$10.6K	0.03%	258
2026 Q1	$113K	Buy	264 +45	+21%	+$20.9K	0.03%	224
2025 Q4	$115K	Buy	219 +34	+18%	+$16.8K	0.03%	225
2025 Q3	$90.4K	Sell	185 -13	-7%	-$6.96K	0.03%	216
2025 Q2	$105K	Buy	198 +62	+46%	+$30.9K	0.04%	198
2025 Q1	$69.5K	Buy	136 +22	+19%	+$11.2K	0.03%	229
2024 Q4	$56.8K	Buy	114 +4	+4%	+$2.03K	0.02%	244
2024 Q3	$56.8K	Hold	110	–	–	0.03%	212
2024 Q2	$49.1K	Hold	110	–	–	0.03%	206
2024 Q1	$46.8K	Hold	110	–	–	0.03%	196
2023 Q4	$48.5K	Buy	+110	New	+$43.4K	0.03%	178

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPGI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its S&P Global (SPGI) stake by 9.5% in Q2 2026, selling an estimated $10.6K and leaving 239 shares worth $97.8K. The position accounts for 0.03% of the portfolio, ranked #258.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $115K in Q4 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 239 shares of S&P Global worth $97.8K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 25 S&P Global shares in Q2 2026, an estimated $10.6K.
S&P Global made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #258 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s S&P Global position peaked at $115K in Q4 2025.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.