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Klein Pavlis & Peasley Financial’s S&P Global SPGI Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.28M Buy
3,145
+487
+18% +$206K 0.67% 52
2026
Q1 		$1.13M Buy
2,658
+556
+26% +$258K 0.63% 53
2025
Q4 		$1.1M Buy
+2,102
New +$1.04M 0.65% 51

Other funds holding SPGI

Parnassus Investments
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)
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Klein Pavlis & Peasley Financial's SPGI Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its S&P Global (SPGI) stake by 18% in Q2 2026, buying an estimated $206K and bringing the position to 3,145 shares worth $1.28M. The position accounts for 0.67% of the portfolio, ranked #52.

Klein Pavlis & Peasley Financial first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 3,145 shares of S&P Global worth $1.28M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 487 S&P Global shares in Q2 2026, an estimated $206K.
  • S&P Global made up 0.67% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #52 holding.
  • Klein Pavlis & Peasley Financial first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.