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PDS Planning’s S&P Global SPGI Stock Holding History

PDS Planning’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 		$842K Buy
1,980
+145
+8% +$67.3K 0.06% 170
2025
Q4 		$959K Sell
1,835
-115
-6% -$56.9K 0.06% 146
2025
Q3 		$949K Buy
1,950
+43
+2% +$23K 0.07% 137
2025
Q2 		$1.01M Buy
1,907
+63
+3% +$31.4K 0.07% 127
2025
Q1 		$937K Buy
1,844
+148
+9% +$75.6K 0.08% 111
2024
Q4 		$845K Buy
1,696
+15
+0.9% +$7.61K 0.08% 111
2024
Q3 		$868K Buy
1,681
+68
+4% +$33.7K 0.08% 115
2024
Q2 		$719K Sell
1,613
-73
-4% -$31.3K 0.07% 116
2024
Q1 		$717K Buy
1,686
+82
+5% +$35.5K 0.08% 115
2023
Q4 		$707K Buy
1,604
+18
+1% +$7.1K 0.08% 101
2023
Q3 		$580K Buy
1,586
+5
+0.3% +$1.97K 0.08% 111
2023
Q2 		$634K Buy
1,581
+395
+33% +$144K 0.08% 109
2023
Q1 		$409K Buy
1,186
+503
+74% +$177K 0.06% 142
2022
Q4 		$229K Sell
683
-24
-3% -$7.91K 0.04% 180
2022
Q3 		$216K Sell
707
-193
-21% -$69K 0.04% 171
2022
Q2 		$303K Buy
900
+218
+32% +$77.7K 0.05% 137
2022
Q1 		$280K Buy
682
+252
+59% +$103K 0.05% 159
2021
Q4 		$203K Buy
+430
New +$197K 0.04% 195

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

PDS Planning's SPGI Position: Q1 2026 in Review

PDS Planning increased its S&P Global (SPGI) stake by 7.9% in Q1 2026, buying an estimated $67.3K and bringing the position to 1,980 shares worth $842K. The position accounts for 0.06% of the portfolio, ranked #170.

PDS Planning first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • PDS Planning held 1,980 shares of S&P Global worth $842K as of Q1 2026.
  • PDS Planning bought 145 S&P Global shares in Q1 2026, an estimated $67.3K.
  • S&P Global made up 0.06% of PDS Planning's portfolio in Q1 2026, its #170 holding.
  • PDS Planning first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
  • PDS Planning's S&P Global position peaked at $1.01M in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.