Pension & Wealth Management Advisors’s S&P Global SPGI Stock Holding History

Pension & Wealth Management 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 Q2	$97.8K	Sell	239 -25	-9%	-$10.6K	0.03%	258
2026 Q1	$113K	Buy	264 +45	+21%	+$20.9K	0.03%	224
2025 Q4	$115K	Buy	219 +34	+18%	+$16.8K	0.03%	225
2025 Q3	$90.4K	Sell	185 -13	-7%	-$6.96K	0.03%	216
2025 Q2	$105K	Buy	198 +62	+46%	+$30.9K	0.04%	198
2025 Q1	$69.5K	Buy	136 +22	+19%	+$11.2K	0.03%	229
2024 Q4	$56.8K	Buy	114 +4	+4%	+$2.03K	0.02%	244
2024 Q3	$56.8K	Hold	110	–	–	0.03%	212
2024 Q2	$49.1K	Hold	110	–	–	0.03%	206
2024 Q1	$46.8K	Hold	110	–	–	0.03%	196
2023 Q4	$48.5K	Buy	+110	New	+$43.4K	0.03%	178

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pension & Wealth Management Advisors's SPGI Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its S&P Global (SPGI) stake by 9.5% in Q2 2026, selling an estimated $10.6K and leaving 239 shares worth $97.8K. The position accounts for 0.03% of the portfolio, ranked #258.

Pension & Wealth Management Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $115K in Q4 2025. 1,906 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Pension & Wealth Management Advisors held 239 shares of S&P Global worth $97.8K as of Q2 2026.
Pension & Wealth Management Advisors sold 25 S&P Global shares in Q2 2026, an estimated $10.6K.
S&P Global made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #258 holding.
Pension & Wealth Management Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Pension & Wealth Management Advisors's S&P Global position peaked at $115K in Q4 2025.
1,906 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.