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Petros Family Wealth’s S&P Global SPGI Stock Holding History

Petros Family Wealth’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 		$305K Sell
750
-19
-2% -$8.02K 0.19% 107
2026
Q1 		$327K Sell
769
-732
-49% -$340K 0.23% 94
2025
Q4 		$784K Buy
1,501
+409
+37% +$202K 0.52% 50
2025
Q3 		$531K Buy
1,092
+51
+5% +$27.3K 0.44% 64
2025
Q2 		$549K Sell
1,041
-9
-0.9% -$4.49K 0.5% 63
2025
Q1 		$534K Buy
1,050
+116
+12% +$59.3K 0.59% 51
2024
Q4 		$465K Buy
+934
New +$474K 0.5% 55

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Petros Family Wealth's SPGI Position: Q2 2026 in Review

Petros Family Wealth reduced its S&P Global (SPGI) stake by 2.5% in Q2 2026, selling an estimated $8.02K and leaving 750 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #107.

Petros Family Wealth first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $784K in Q4 2025. 608 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Petros Family Wealth held 750 shares of S&P Global worth $305K as of Q2 2026.
  • Petros Family Wealth sold 19 S&P Global shares in Q2 2026, an estimated $8.02K.
  • S&P Global made up 0.19% of Petros Family Wealth's portfolio in Q2 2026, its #107 holding.
  • Petros Family Wealth first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's S&P Global position peaked at $784K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.