PCM
SPGI icon

Permanent Capital Management’s S&P Global SPGI Stock Holding History

Permanent Capital Management’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 		$467K Sell
1,082
-585
-35% -$272K 0.07% 82
2025
Q4 		$871K Sell
1,667
-31
-2% -$15.3K 0.17% 57
2025
Q3 		$826K Buy
+1,698
New +$909K 0.15% 64
2025
Q1 		$381K Buy
749
+238
+47% +$122K 0.11% 40
2024
Q4 		$254K Buy
+511
New +$259K 0.08% 55
2024
Q2 		$561K Buy
+1,063
New +$456K 0.12% 77

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Permanent Capital Management's SPGI Position: Q1 2026 in Review

Permanent Capital Management reduced its S&P Global (SPGI) stake by 35% in Q1 2026, selling an estimated $272K and leaving 1,082 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #82.

Permanent Capital Management first reported a position in SPGI in Q2 2024 and has held it in 6 quarters since. The position peaked at $871K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Permanent Capital Management held 1,082 shares of S&P Global worth $467K as of Q1 2026.
  • Permanent Capital Management sold 585 S&P Global shares in Q1 2026, an estimated $272K.
  • S&P Global made up 0.07% of Permanent Capital Management's portfolio in Q1 2026, its #82 holding.
  • Permanent Capital Management first reported a position in S&P Global in Q2 2024 and has held it in 6 quarters since.
  • Permanent Capital Management's S&P Global position peaked at $871K in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.