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Pallas Capital Advisors’s S&P Global SPGI Stock Holding History

Pallas Capital Advisors’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
Q1 		$2.44M Buy
5,746
+4,710
+455% +$2.19M 0.09% 174
2025
Q4 		$541K Sell
1,036
-698
-40% -$345K 0.02% 510
2025
Q3 		$844K Sell
1,734
-178
-9% -$95.3K 0.03% 379
2025
Q2 		$1.01M Buy
1,912
+1,073
+128% +$536K 0.04% 330
2025
Q1 		$426K Buy
+839
New +$429K 0.02% 513

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pallas Capital Advisors's SPGI Position: Q1 2026 in Review

Pallas Capital Advisors increased its S&P Global (SPGI) stake by 455% in Q1 2026, buying an estimated $2.19M and bringing the position to 5,746 shares worth $2.44M. The position accounts for 0.09% of the portfolio, ranked #174.

Pallas Capital Advisors first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. 2,109 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Pallas Capital Advisors held 5,746 shares of S&P Global worth $2.44M as of Q1 2026.
  • Pallas Capital Advisors bought 4,710 S&P Global shares in Q1 2026, an estimated $2.19M.
  • S&P Global made up 0.09% of Pallas Capital Advisors's portfolio in Q1 2026, its #174 holding.
  • Pallas Capital Advisors first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • 2,109 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.