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Panoramic Capital Partners’s S&P Global SPGI Stock Holding History

Panoramic Capital Partners’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 		$212K Buy
+498
New +$231K 0.13% 60
2025
Q1 		– Sell
-469
Closed -$234K – 63
2024
Q4 		$234K Buy
+469
New +$238K 0.21% 48

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

Panoramic Capital Partners's SPGI Position: Q1 2026 in Review

Panoramic Capital Partners opened a new position in S&P Global (SPGI) in Q1 2026: 498 shares worth $212K. The stake represents 0.13% of the portfolio and ranks #60 among its holdings. This is a return to the name: Panoramic Capital Partners previously reported a position in SPGI as recently as Q4 2024.

Panoramic Capital Partners first reported a position in SPGI in Q4 2024 and has held it in 2 quarters since. The position peaked at $234K in Q4 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Panoramic Capital Partners held 498 shares of S&P Global worth $212K as of Q1 2026.
  • S&P Global was a new Panoramic Capital Partners position in Q1 2026.
  • S&P Global made up 0.13% of Panoramic Capital Partners's portfolio in Q1 2026, its #60 holding.
  • Panoramic Capital Partners first reported a position in S&P Global in Q4 2024 and has held it in 2 quarters since.
  • Panoramic Capital Partners's S&P Global position peaked at $234K in Q4 2024.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.