Pekin Hardy Strauss’s S&P Global SPGI Stock Holding History

Pekin Hardy Strauss’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	$345K	Sell	812 -6	-0.7%	-$2.79K	0.04%	352
2025 Q4	$427K	Sell	818 -31	-4%	-$15.3K	0.04%	297
2025 Q3	$413K	Buy	849 +52	+7%	+$27.8K	0.04%	278
2025 Q2	$420K	Hold	797	–	–	0.05%	262
2025 Q1	$405K	Hold	797	–	–	0.05%	259
2024 Q4	$397K	Hold	797	–	–	0.05%	269
2024 Q3	$412K	Hold	797	–	–	0.05%	261
2024 Q2	$355K	Hold	797	–	–	0.05%	252
2024 Q1	$339K	Hold	797	–	–	0.05%	257
2023 Q4	$351K	Hold	797	–	–	0.05%	232
2023 Q3	$291K	Hold	797	–	–	0.05%	239
2023 Q2	$320K	Hold	797	–	–	0.04%	234
2023 Q1	$275K	Hold	797	–	–	0.04%	250
2022 Q4	$267K	Sell	797 -60	-7%	-$19.8K	0.04%	251
2022 Q3	$262K	Buy	857 +43	+5%	+$15.4K	0.04%	250
2022 Q2	$274K	Hold	814	–	–	0.04%	253
2022 Q1	$334K	Hold	814	–	–	0.04%	266
2021 Q4	$384K	Buy	814 +14	+2%	+$6.4K	0.05%	245
2021 Q3	$340K	Hold	800	–	–	0.05%	259
2021 Q2	$328K	Hold	800	–	–	0.05%	249
2021 Q1	$282K	Hold	800	–	–	0.04%	246
2020 Q4	$263K	Hold	800	–	–	0.05%	234
2020 Q3	$288K	Hold	800	–	–	0.06%	194
2020 Q2	$264K	Buy	+800	New	+$241K	0.06%	178
2020 Q1	–	Sell	-1,000	Closed	-$273K	–	230
2019 Q4	$273K	Hold	1,000	–	–	0.04%	184
2019 Q3	$245K	Buy	+1,000	New	+$250K	0.05%	175

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pekin Hardy Strauss's SPGI Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its S&P Global (SPGI) stake by 0.73% in Q1 2026, selling an estimated $2.79K and leaving 812 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #352.

Pekin Hardy Strauss first reported a position in SPGI in Q3 2019 and has held it in 26 quarters since. The position peaked at $427K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Pekin Hardy Strauss held 812 shares of S&P Global worth $345K as of Q1 2026.
Pekin Hardy Strauss sold 6 S&P Global shares in Q1 2026, an estimated $2.79K.
S&P Global made up 0.04% of Pekin Hardy Strauss's portfolio in Q1 2026, its #352 holding.
Pekin Hardy Strauss first reported a position in S&P Global in Q3 2019 and has held it in 26 quarters since.
Pekin Hardy Strauss's S&P Global position peaked at $427K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.