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 Q3	$599K	Buy	1,519 +484	+47%	+$205K	0.02%	149
2026 Q2	$422K	Sell	1,035 -47	-4%	-$19.8K	0.06%	109
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Permanent Capital Management's SPGI Position: Q3 2026 in Review

Permanent Capital Management increased its S&P Global (SPGI) stake by 47% in Q3 2026, buying an estimated $205K and bringing the position to 1,519 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #149.

Permanent Capital Management first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $871K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Permanent Capital Management held 1,519 shares of S&P Global worth $599K as of Q3 2026.
Permanent Capital Management bought 484 S&P Global shares in Q3 2026, an estimated $205K.
S&P Global made up 0.02% of Permanent Capital Management's portfolio in Q3 2026, its #149 holding.
Permanent Capital Management first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
Permanent Capital Management's S&P Global position peaked at $871K in Q4 2025.
1,472 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Permanent Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.